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 | $104,398 | $169,032-38.2% | $129,207-19.2% | $145,922-28.5% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 11.13% | 14330.11%-14319.0pp | 9417.33%-9406.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,650 | $5,537-70.2% | $4,153-60.3% | $4,660-64.6% |
| Participant deferral / active EE | $8,516 | $4,987+70.8% | $4,168+104.3% | $6,688+27.3% |
| Admin fee / account holder | $1,308 | $9,954-86.9% | $7,715-83.0% | $13,397-90.2% |