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 | $162,139 | $93,571+73.3% | $135,903+19.3% | $75,163+115.7% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.6pp | 67.2%-7.9pp |
| Annual return | 37.15% | 30.90%+6.2pp | 68.23%-31.1pp | 160.62%-123.5pp |
| Employer contribution / active EE | $2,430 | $3,537-31.3% | $4,856-50.0% | $2,670-9.0% |
| Participant deferral / active EE | $5,875 | $6,404-8.3% | $7,758-24.3% | $4,125+42.4% |
| Admin fee / account holder | $1,147 | $6,975-83.6% | $10,762-89.3% | $5,651-79.7% |