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 6-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 | $30,770 | $109,982-72.0% | $97,226-68.4% | $145,922-78.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 25.19% | 242.90%-217.7pp | 75.13%-49.9pp | 561.29%-536.1pp |
| Employer contribution / active EE | $7,280 | $3,084+136.1% | $2,729+166.8% | $4,660+56.2% |
| Participant deferral / active EE | $6,032 | $4,676+29.0% | $4,264+41.5% | $6,688-9.8% |
| Admin fee / account holder | $1,077 | $6,221-82.7% | $5,654-81.0% | $13,397-92.0% |