See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,984 | $209,411-35.5% | $178,490-24.4% | $158,922-15.1% |
| Participation rate | 41.2% | 86.3%-45.2pp | 81.9%-40.7pp | 82.0%-40.8pp |
| Annual return | 13.27% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,512 | $5,706-73.5% | $5,011-69.8% | $4,761-68.2% |
| Participant deferral / active EE | $4,733 | $5,954-20.5% | $5,202-9.0% | $5,982-20.9% |
| Admin fee / account holder | $1,350 | $17,074-92.1% | $13,984-90.3% | $11,246-88.0% |