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 | $142,096 | $202,318-29.8% | $172,739-17.7% | $152,861-7.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 15.97% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,351 | $5,856-59.9% | $5,143-54.3% | $4,762-50.6% |
| Participant deferral / active EE | $12,970 | $5,948+118.1% | $5,198+149.5% | $5,850+121.7% |
| Admin fee / account holder | $1,957 | $17,109-88.6% | $13,954-86.0% | $11,596-83.1% |