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 | $140,195 | $105,181+33.3% | $159,436-12.1% | $85,850+63.3% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.8%-15.2pp | 69.3%-1.7pp |
| Annual return | 44.27% | 45.07%-0.8pp | 263.57%-219.3pp | 318.53%-274.3pp |
| Employer contribution / active EE | $738 | $3,318-77.8% | $4,829-84.7% | $2,565-71.2% |
| Participant deferral / active EE | $5,473 | $5,945-7.9% | $7,352-25.6% | $3,952+38.5% |
| Admin fee / account holder | $6,180 | $6,933-10.9% | $10,799-42.8% | $6,260-1.3% |