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 7-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 | $95,620 | $209,832-54.4% | $189,513-49.5% | $167,490-42.9% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 16.64% | 748.27%-731.6pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,966 | $6,914-71.6% | $6,162-68.1% | $4,837-59.4% |
| Participant deferral / active EE | $9,648 | $8,935+8.0% | $8,221+17.4% | $6,341+52.1% |
| Admin fee / account holder | $428 | $14,293-97.0% | $12,045-96.5% | $12,309-96.5% |