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 4-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 | $108,763 | $210,648-48.4% | $177,989-38.9% | $145,922-25.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 14.90% | 385.86%-371.0pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,536 | $4,565-44.4% | $3,949-35.8% | $4,660-45.6% |
| Participant deferral / active EE | $7,381 | $6,958+6.1% | $6,276+17.6% | $6,688+10.4% |
| Admin fee / account holder | $1,348 | $12,013-88.8% | $10,363-87.0% | $13,397-89.9% |