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 | $17,999 | $210,698-91.5% | $178,014-89.9% | $145,959-87.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 39.01% | 386.27%-347.3pp | 294.80%-255.8pp | 561.95%-522.9pp |
| Employer contribution / active EE | $2,171 | $4,567-52.5% | $3,950-45.0% | $4,661-53.4% |
| Participant deferral / active EE | $5,002 | $6,958-28.1% | $6,276-20.3% | $6,689-25.2% |
| Admin fee / account holder | $2,708 | $12,016-77.5% | $10,362-73.9% | $13,398-79.8% |