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 | $141,277 | $165,335-14.6% | $149,696-5.6% | $158,922-11.1% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 20.91% | 348.15%-327.2pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,780 | $7,181+8.3% | $6,842+13.7% | $5,982+30.1% |
| Admin fee / account holder | $14,616 | $10,807+35.2% | $9,309+57.0% | $11,246+30.0% |