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 | $130,071 | $198,466-34.5% | $170,442-23.7% | $147,584-11.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 10.66% | 257.29%-246.6pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,896 | $6,184-69.3% | $5,433-65.1% | $4,876-61.1% |
| Participant deferral / active EE | $7,692 | $5,629+36.6% | $4,939+55.7% | $5,439+41.4% |
| Admin fee / account holder | $3,327 | $16,852-80.3% | $13,880-76.0% | $10,885-69.4% |