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 | $85,790 | $183,963-53.4% | $162,163-47.1% | $152,861-43.9% |
| Participation rate | 41.7% | 88.5%-46.8pp | 87.6%-45.9pp | 82.4%-40.8pp |
| Annual return | 26.11% | 150.76%-124.7pp | 115.59%-89.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,485 | $8,034-6.8% | $7,298+2.6% | $5,850+27.9% |
| Admin fee / account holder | $585 | $13,121-95.5% | $10,843-94.6% | $11,596-95.0% |