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 | $50,425 | $159,934-68.5% | $147,005-65.7% | $145,959-65.5% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.7pp |
| Annual return | 12.57% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,468 | $5,287-53.3% | $4,934-50.0% | $4,661-47.0% |
| Participant deferral / active EE | $7,593 | $8,427-9.9% | $8,070-5.9% | $6,689+13.5% |
| Admin fee / account holder | $4,968 | $15,053-67.0% | $13,006-61.8% | $13,398-62.9% |