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 | $51,147 | $176,056-70.9% | $159,436-67.9% | $167,490-69.5% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 32.71% | 331.75%-299.0pp | 263.57%-230.9pp | 478.56%-445.9pp |
| Employer contribution / active EE | $4,360 | $5,297-17.7% | $4,829-9.7% | $4,837-9.9% |
| Participant deferral / active EE | $5,974 | $7,750-22.9% | $7,352-18.7% | $6,341-5.8% |
| Admin fee / account holder | $512 | $12,554-95.9% | $10,799-95.3% | $12,309-95.8% |