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 | $185,923 | $148,534+25.2% | $135,903+36.8% | $139,434+33.3% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.1pp |
| Annual return | 15.63% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,880 | $5,243-64.1% | $4,856-61.3% | $4,751-60.4% |
| Participant deferral / active EE | $4,910 | $8,100-39.4% | $7,758-36.7% | $6,710-26.8% |
| Admin fee / account holder | $4,845 | $12,400-60.9% | $10,762-55.0% | $11,403-57.5% |