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 | $96,879 | $202,318-52.1% | $172,739-43.9% | $152,861-36.6% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 16.97% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,862 | $5,856-68.2% | $5,143-63.8% | $4,762-60.9% |
| Participant deferral / active EE | $3,070 | $5,948-48.4% | $5,198-40.9% | $5,850-47.5% |
| Admin fee / account holder | $5,417 | $17,109-68.3% | $13,954-61.2% | $11,596-53.3% |