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 | $136,710 | $209,411-34.7% | $178,490-23.4% | $158,922-14.0% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 33.96% | 188.75%-154.8pp | 151.07%-117.1pp | 302.83%-268.9pp |
| Employer contribution / active EE | $2,094 | $5,706-63.3% | $5,011-58.2% | $4,761-56.0% |
| Participant deferral / active EE | $2,959 | $5,954-50.3% | $5,202-43.1% | $5,982-50.5% |
| Admin fee / account holder | $4,742 | $17,074-72.2% | $13,984-66.1% | $11,246-57.8% |