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 9-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 | $59,462 | $157,256-62.2% | $141,162-57.9% | $152,861-61.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 52.54% | 64.32%-11.8pp | 71.39%-18.8pp | 345.32%-292.8pp |
| Employer contribution / active EE | $2,614 | $5,261-50.3% | $4,735-44.8% | $4,762-45.1% |
| Participant deferral / active EE | $7,624 | $7,109+7.2% | $6,709+13.6% | $5,850+30.3% |
| Admin fee / account holder | $438 | $12,120-96.4% | $10,261-95.7% | $11,596-96.2% |