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 | $132,476 | $183,963-28.0% | $162,163-18.3% | $152,861-13.3% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.6%-33.0pp | 82.4%-27.9pp |
| Annual return | 23.63% | 150.76%-127.1pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,852 | $6,371-70.9% | $5,614-67.0% | $4,762-61.1% |
| Participant deferral / active EE | $2,946 | $8,034-63.3% | $7,298-59.6% | $5,850-49.7% |
| Admin fee / account holder | $1,346 | $13,121-89.7% | $10,843-87.6% | $11,596-88.4% |