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 | $103,195 | $159,901-35.5% | $146,958-29.8% | $145,922-29.3% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.3pp |
| Annual return | 19.03% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,807 | $5,286-28.0% | $4,933-22.8% | $4,660-18.3% |
| Participant deferral / active EE | $11,261 | $8,428+33.6% | $8,070+39.5% | $6,688+68.4% |
| Admin fee / account holder | $27,702 | $15,044+84.1% | $12,998+113.1% | $13,397+106.8% |