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 | $52,179 | $165,335-68.4% | $149,696-65.1% | $158,922-67.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 88.90% | 348.15%-259.2pp | 276.60%-187.7pp | 302.83%-213.9pp |
| Employer contribution / active EE | $2,916 | $5,103-42.8% | $4,644-37.2% | $4,761-38.7% |
| Participant deferral / active EE | $14,857 | $7,181+106.9% | $6,842+117.2% | $5,982+148.4% |
| Admin fee / account holder | $347 | $10,807-96.8% | $9,309-96.3% | $11,246-96.9% |