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 | $117,616 | $156,846-25.0% | $121,098-2.9% | $139,434-15.6% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 22.07% | 1474.56%-1452.5pp | 985.75%-963.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,422 | $5,536-74.3% | $4,164-65.9% | $4,751-70.1% |
| Participant deferral / active EE | $3,154 | $4,844-34.9% | $4,080-22.7% | $6,710-53.0% |
| Admin fee / account holder | $2,237 | $6,946-67.8% | $5,644-60.4% | $11,403-80.4% |