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 | $136,434 | $176,056-22.5% | $159,436-14.4% | $167,490-18.5% |
| Participation rate | 61.1% | 84.9%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 23.68% | 331.75%-308.1pp | 263.57%-239.9pp | 478.56%-454.9pp |
| Employer contribution / active EE | $4,573 | $5,297-13.7% | $4,829-5.3% | $4,837-5.5% |
| Participant deferral / active EE | $7,215 | $7,750-6.9% | $7,352-1.9% | $6,341+13.8% |
| Admin fee / account holder | $9,008 | $12,554-28.2% | $10,799-16.6% | $12,309-26.8% |