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 | $137,054 | $169,032-18.9% | $129,207+6.1% | $145,922-6.1% |
| Participation rate | 14.3% | 76.4%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 16.03% | 14330.11%-14314.1pp | 9417.33%-9401.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,571 | $5,537-35.5% | $4,153-14.0% | $4,660-23.4% |
| Participant deferral / active EE | $1,792 | $4,987-64.1% | $4,168-57.0% | $6,688-73.2% |
| Admin fee / account holder | $550 | $9,954-94.5% | $7,715-92.9% | $13,397-95.9% |