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 | $56,050 | $176,056-68.2% | $159,436-64.8% | $167,490-66.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.98% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,063 | $5,297-42.2% | $4,829-36.6% | $4,837-36.7% |
| Participant deferral / active EE | $7,628 | $7,750-1.6% | $7,352+3.8% | $6,341+20.3% |
| Admin fee / account holder | $502 | $12,554-96.0% | $10,799-95.4% | $12,309-95.9% |