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 | $97,698 | $202,318-51.7% | $172,739-43.4% | $152,861-36.1% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 20.72% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,983 | $5,856-49.1% | $5,143-42.0% | $4,762-37.4% |
| Participant deferral / active EE | $2,356 | $5,948-60.4% | $5,198-54.7% | $5,850-59.7% |
| Admin fee / account holder | $4,256 | $17,109-75.1% | $13,954-69.5% | $11,596-63.3% |