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 8-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 | $142,389 | $102,604+38.8% | $86,188+65.2% | $139,434+2.1% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 19.60% | 1922.51%-1902.9pp | 1168.45%-1148.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,463 | $3,032-51.8% | $2,380-38.5% | $4,751-69.2% |
| Participant deferral / active EE | $6,520 | $4,676+39.5% | $3,985+63.6% | $6,710-2.8% |
| Admin fee / account holder | $2,862 | $8,657-66.9% | $6,852-58.2% | $11,403-74.9% |