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 | $112,206 | $202,432-44.6% | $169,368-33.8% | $139,434-19.5% |
| Participation rate | 22.2% | 81.1%-58.8pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | 16.65% | 531.74%-515.1pp | 405.60%-389.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,740 | $4,692-62.9% | $4,013-56.6% | $4,751-63.4% |
| Participant deferral / active EE | $1,809 | $6,938-73.9% | $6,221-70.9% | $6,710-73.0% |
| Admin fee / account holder | $562 | $10,708-94.8% | $9,003-93.8% | $11,403-95.1% |