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 | $40,188 | $209,411-80.8% | $178,490-77.5% | $158,922-74.7% |
| Participation rate | 40.9% | 86.3%-45.4pp | 81.9%-41.0pp | 82.0%-41.0pp |
| Annual return | 16.32% | 188.75%-172.4pp | 151.07%-134.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,722 | $5,706-52.3% | $5,011-45.7% | $4,761-42.8% |
| Participant deferral / active EE | $2,571 | $5,954-56.8% | $5,202-50.6% | $5,982-57.0% |
| Admin fee / account holder | $957 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |