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 | $154,274 | $72,071+114.1% | $68,368+125.7% | $137,256+12.4% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.0%-26.6pp |
| Annual return | 16.86% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,055 | $2,788-26.3% | $2,649-22.4% | $4,156-50.6% |
| Participant deferral / active EE | $2,654 | $4,410-39.8% | $4,123-35.6% | $6,407-58.6% |
| Admin fee / account holder | $2,929 | $5,336-45.1% | $5,150-43.1% | $12,270-76.1% |