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 | $37,444 | $180,749-79.3% | $160,784-76.7% | $137,256-72.7% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 25.25% | 2234.46%-2209.2pp | 1803.92%-1778.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $4,843 | $4,155+16.5% | $3,733+29.7% | $4,156+16.5% |
| Participant deferral / active EE | $2,638 | $6,844-61.5% | $6,293-58.1% | $6,407-58.8% |
| Admin fee / account holder | $492 | $10,397-95.3% | $9,717-94.9% | $12,270-96.0% |