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 | $47,640 | $209,411-77.3% | $178,490-73.3% | $158,922-70.0% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 28.95% | 188.75%-159.8pp | 151.07%-122.1pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,479 | $5,706-56.6% | $5,011-50.5% | $4,761-47.9% |
| Participant deferral / active EE | $6,082 | $5,954+2.2% | $5,202+16.9% | $5,982+1.7% |
| Admin fee / account holder | $2,942 | $17,074-82.8% | $13,984-79.0% | $11,246-73.8% |