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 | $146,034 | $209,411-30.3% | $178,490-18.2% | $158,922-8.1% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 150.40% | 188.75%-38.4pp | 151.07%-0.7pp | 302.83%-152.4pp |
| Employer contribution / active EE | $2,900 | $5,706-49.2% | $5,011-42.1% | $4,761-39.1% |
| Participant deferral / active EE | $19,900 | $5,954+234.2% | $5,202+282.6% | $5,982+232.7% |
| Admin fee / account holder | $388 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |