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 | $115,236 | $202,318-43.0% | $172,739-33.3% | $152,861-24.6% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 22.77% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,408 | $5,856-76.0% | $5,143-72.6% | $4,762-70.4% |
| Participant deferral / active EE | $5,425 | $5,948-8.8% | $5,198+4.4% | $5,850-7.3% |
| Admin fee / account holder | $1,239 | $17,109-92.8% | $13,954-91.1% | $11,596-89.3% |