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 | $116,341 | $176,056-33.9% | $159,436-27.0% | $167,490-30.5% |
| Participation rate | 61.5% | 84.9%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 25.20% | 331.75%-306.5pp | 263.57%-238.4pp | 478.56%-453.4pp |
| Employer contribution / active EE | $1,611 | $5,297-69.6% | $4,829-66.6% | $4,837-66.7% |
| Participant deferral / active EE | $4,295 | $7,750-44.6% | $7,352-41.6% | $6,341-32.3% |
| Admin fee / account holder | $5,901 | $12,554-53.0% | $10,799-45.4% | $12,309-52.1% |