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 | $55,646 | $198,466-72.0% | $170,442-67.4% | $147,584-62.3% |
| Participation rate | 64.7% | 88.0%-23.3pp | 83.6%-18.9pp | 82.8%-18.1pp |
| Annual return | 13.35% | 257.29%-243.9pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,888 | $6,184-69.5% | $5,433-65.2% | $4,876-61.3% |
| Participant deferral / active EE | $3,232 | $5,629-42.6% | $4,939-34.6% | $5,439-40.6% |
| Admin fee / account holder | $31,819 | $16,852+88.8% | $13,880+129.2% | $10,885+192.3% |