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 | $78,035 | $175,202-55.5% | $149,673-47.9% | $139,434-44.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 54.91% | 166.71%-111.8pp | 134.42%-79.5pp | 372.94%-318.0pp |
| Employer contribution / active EE | $3,830 | $5,474-30.0% | $4,818-20.5% | $4,751-19.4% |
| Participant deferral / active EE | $10,265 | $6,519+57.5% | $5,680+80.7% | $6,710+53.0% |
| Admin fee / account holder | $4,544 | $16,150-71.9% | $13,210-65.6% | $11,403-60.2% |