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 | $104,574 | $202,318-48.3% | $172,739-39.5% | $152,861-31.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 22.94% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,732 | $5,856-70.4% | $5,143-66.3% | $4,762-63.6% |
| Participant deferral / active EE | $5,867 | $5,948-1.4% | $5,198+12.9% | $5,850+0.3% |
| Admin fee / account holder | $8,378 | $17,109-51.0% | $13,954-40.0% | $11,596-27.8% |