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 | $34,176 | $202,318-83.1% | $172,739-80.2% | $152,861-77.6% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.4%-37.0pp |
| Annual return | 26.81% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,432 | $5,856-75.5% | $5,143-72.2% | $4,762-69.9% |
| Participant deferral / active EE | $4,654 | $5,948-21.8% | $5,198-10.5% | $5,850-20.4% |
| Admin fee / account holder | $447 | $17,109-97.4% | $13,954-96.8% | $11,596-96.1% |