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 | $63,951 | $217,402-70.6% | $185,823-65.6% | $167,490-61.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 21.29% | 148.36%-127.1pp | 122.05%-100.8pp | 478.56%-457.3pp |
| Employer contribution / active EE | $14,370 | $5,873+144.7% | $5,167+178.1% | $4,837+197.1% |
| Participant deferral / active EE | $6,779 | $6,356+6.6% | $5,568+21.8% | $6,341+6.9% |
| Admin fee / account holder | $4,095 | $19,811-79.3% | $16,237-74.8% | $12,309-66.7% |