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 | $80,251 | $202,318-60.3% | $172,739-53.5% | $152,861-47.5% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 23.40% | 1029.65%-1006.3pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,646 | $5,856-37.7% | $5,143-29.1% | $4,762-23.4% |
| Participant deferral / active EE | $10,237 | $5,948+72.1% | $5,198+96.9% | $5,850+75.0% |
| Admin fee / account holder | $933 | $17,109-94.5% | $13,954-93.3% | $11,596-92.0% |