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 | $143,240 | $198,466-27.8% | $170,442-16.0% | $147,584-2.9% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 16.47% | 257.29%-240.8pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,568 | $6,184-74.7% | $5,433-71.1% | $4,876-67.9% |
| Participant deferral / active EE | $5,512 | $5,629-2.1% | $4,939+11.6% | $5,439+1.3% |
| Admin fee / account holder | $979 | $16,852-94.2% | $13,880-92.9% | $10,885-91.0% |