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 | $200,427 | $176,056+13.8% | $159,436+25.7% | $167,490+19.7% |
| Participation rate | 53.8% | 84.9%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 14.81% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,316 | $5,297-37.4% | $4,829-31.3% | $4,837-31.4% |
| Participant deferral / active EE | $5,479 | $7,750-29.3% | $7,352-25.5% | $6,341-13.6% |
| Admin fee / account holder | $4,079 | $12,554-67.5% | $10,799-62.2% | $12,309-66.9% |