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 | $65,148 | $159,602-59.2% | $150,045-56.6% | $142,382-54.2% |
| Participation rate | 47.8% | 84.0%-36.2pp | 82.3%-34.5pp | 80.1%-32.3pp |
| Annual return | 15.32% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,487 | $4,961+71.1% | $4,693+80.8% | $4,299+97.4% |
| Participant deferral / active EE | $14,583 | $8,310+75.5% | $7,997+82.4% | $6,507+124.1% |
| Admin fee / account holder | $24,853 | $14,846+67.4% | $13,435+85.0% | $12,624+96.9% |