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 | $64,287 | $202,318-68.2% | $172,739-62.8% | $152,861-57.9% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 21.16% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,572 | $5,856-73.2% | $5,143-69.4% | $4,762-67.0% |
| Participant deferral / active EE | $5,277 | $5,948-11.3% | $5,198+1.5% | $5,850-9.8% |
| Admin fee / account holder | $2,297 | $17,109-86.6% | $13,954-83.5% | $11,596-80.2% |