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 | $133,781 | $209,411-36.1% | $178,490-25.0% | $158,922-15.8% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 12.51% | 188.75%-176.2pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,067 | $5,706-63.8% | $5,011-58.7% | $4,761-56.6% |
| Participant deferral / active EE | $3,661 | $5,954-38.5% | $5,202-29.6% | $5,982-38.8% |
| Admin fee / account holder | $1,288 | $17,074-92.5% | $13,984-90.8% | $11,246-88.5% |