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 6-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 | $41,398 | $209,411-80.2% | $178,490-76.8% | $158,922-74.0% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 24.61% | 188.75%-164.1pp | 151.07%-126.5pp | 302.83%-278.2pp |
| Employer contribution / active EE | $5,405 | $5,706-5.3% | $5,011+7.9% | $4,761+13.5% |
| Participant deferral / active EE | $2,661 | $5,954-55.3% | $5,202-48.8% | $5,982-55.5% |
| Admin fee / account holder | $538 | $17,074-96.9% | $13,984-96.2% | $11,246-95.2% |