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 | $58,720 | $210,408-72.1% | $153,485-61.7% | $145,922-59.8% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.02% | 13.37%-3.3pp | 15.65%-5.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $9,012 | $6,048+49.0% | $5,039+78.9% | $4,660+93.4% |
| Participant deferral / active EE | $28,617 | $7,975+258.8% | $6,757+323.5% | $6,688+327.9% |
| Admin fee / account holder | $45,408 | $19,419+133.8% | $12,724+256.9% | $13,397+238.9% |