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 | $55,839 | $198,466-71.9% | $170,442-67.2% | $147,584-62.2% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 13.59% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,330 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $7,287 | $5,629+29.4% | $4,939+47.5% | $5,439+34.0% |
| Admin fee / account holder | $738 | $16,852-95.6% | $13,880-94.7% | $10,885-93.2% |