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 7-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 | $47,607 | $228,332-79.2% | $185,823-74.4% | $158,922-70.0% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 28.93% | 40.80%-11.9pp | 35.95%-7.0pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,021 | $4,967-59.3% | $4,087-50.6% | $4,761-57.6% |
| Participant deferral / active EE | $10,073 | $6,415+57.0% | $5,632+78.8% | $5,982+68.4% |
| Admin fee / account holder | $466 | $11,864-96.1% | $9,500-95.1% | $11,246-95.9% |