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 | $88,993 | $209,832-57.6% | $189,513-53.0% | $167,490-46.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 17.74% | 748.27%-730.5pp | 555.15%-537.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $7,173 | $6,914+3.7% | $6,162+16.4% | $4,837+48.3% |
| Participant deferral / active EE | $3,506 | $8,935-60.8% | $8,221-57.3% | $6,341-44.7% |
| Admin fee / account holder | $1,417 | $14,293-90.1% | $12,045-88.2% | $12,309-88.5% |