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 | $120,540 | $209,411-42.4% | $178,490-32.5% | $158,922-24.2% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 27.72% | 188.75%-161.0pp | 151.07%-123.3pp | 302.83%-275.1pp |
| Employer contribution / active EE | $2,198 | $5,706-61.5% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $6,114 | $5,954+2.7% | $5,202+17.5% | $5,982+2.2% |
| Admin fee / account holder | $495 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |