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 | $53,774 | $104,907-48.7% | $84,611-36.4% | $152,861-64.8% |
| Participation rate | 55.6% | 74.8%-19.3pp | 68.2%-12.7pp | 82.4%-26.9pp |
| Annual return | 19.86% | 373.79%-353.9pp | 258.74%-238.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,005 | $3,302-39.3% | $2,652-24.4% | $4,762-57.9% |
| Participant deferral / active EE | $4,735 | $4,688+1.0% | $3,899+21.5% | $5,850-19.1% |
| Admin fee / account holder | $1,582 | $6,241-74.6% | $4,912-67.8% | $11,596-86.4% |