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 | $50,952 | $180,749-71.8% | $160,784-68.3% | $137,256-62.9% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 11.71% | 2234.46%-2222.8pp | 1803.92%-1792.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,795 | $4,155-8.7% | $3,733+1.7% | $4,156-8.7% |
| Participant deferral / active EE | $1,222 | $6,844-82.1% | $6,293-80.6% | $6,407-80.9% |
| Admin fee / account holder | $709 | $10,397-93.2% | $9,717-92.7% | $12,270-94.2% |