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 | $118,405 | $198,466-40.3% | $170,442-30.5% | $147,584-19.8% |
| Participation rate | 59.1% | 88.0%-28.9pp | 83.6%-24.5pp | 82.8%-23.7pp |
| Annual return | 10.59% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,540 | $5,629+16.2% | $4,939+32.4% | $5,439+20.2% |
| Admin fee / account holder | $3,381 | $16,852-79.9% | $13,880-75.6% | $10,885-68.9% |