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 | $132,253 | $209,411-36.8% | $178,490-25.9% | $158,922-16.8% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 7.06% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,838 | $5,706-50.3% | $5,011-43.4% | $4,761-40.4% |
| Participant deferral / active EE | $5,284 | $5,954-11.3% | $5,202+1.6% | $5,982-11.7% |
| Admin fee / account holder | $1,220 | $17,074-92.9% | $13,984-91.3% | $11,246-89.1% |