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 5-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 | $132,144 | $175,202-24.6% | $149,673-11.7% | $139,434-5.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 21.51% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,201 | $5,474-23.3% | $4,818-12.8% | $4,751-11.6% |
| Participant deferral / active EE | $6,269 | $6,519-3.8% | $5,680+10.4% | $6,710-6.6% |
| Admin fee / account holder | $2,491 | $16,150-84.6% | $13,210-81.1% | $11,403-78.2% |