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 | $124,292 | $175,202-29.1% | $149,673-17.0% | $139,434-10.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 13.46% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $8,323 | $5,474+52.0% | $4,818+72.8% | $4,751+75.2% |
| Participant deferral / active EE | $8,602 | $6,519+32.0% | $5,680+51.4% | $6,710+28.2% |
| Admin fee / account holder | $59,730 | $16,150+269.8% | $13,210+352.2% | $11,403+423.8% |