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 | $211,331 | $209,411+0.9% | $178,490+18.4% | $158,922+33.0% |
| Participation rate | 52.4% | 86.3%-34.0pp | 81.9%-29.5pp | 82.0%-29.6pp |
| Annual return | 19.42% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,626 | $5,706-71.5% | $5,011-67.6% | $4,761-65.9% |
| Participant deferral / active EE | $5,165 | $5,954-13.3% | $5,202-0.7% | $5,982-13.7% |
| Admin fee / account holder | $3,042 | $17,074-82.2% | $13,984-78.2% | $11,246-72.9% |