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 8-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 | $50,446 | $209,411-75.9% | $178,490-71.7% | $158,922-68.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.93% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,368 | $5,706-76.0% | $5,011-72.7% | $4,761-71.3% |
| Participant deferral / active EE | $5,510 | $5,954-7.5% | $5,202+5.9% | $5,982-7.9% |
| Admin fee / account holder | $2,647 | $17,074-84.5% | $13,984-81.1% | $11,246-76.5% |