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 | $105,667 | $217,402-51.4% | $185,823-43.1% | $167,490-36.9% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 18.86% | 148.36%-129.5pp | 122.05%-103.2pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,857 | $5,873-51.4% | $5,167-44.7% | $4,837-40.9% |
| Participant deferral / active EE | $11,143 | $6,356+75.3% | $5,568+100.1% | $6,341+75.7% |
| Admin fee / account holder | $984 | $19,811-95.0% | $16,237-93.9% | $12,309-92.0% |