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 8-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 | $85,934 | $72,400+18.7% | $67,502+27.3% | $145,922-41.1% |
| Participation rate | 21.7% | 76.9%-55.1pp | 72.9%-51.1pp | 80.3%-58.5pp |
| Annual return | 22.75% | 7182.46%-7159.7pp | 3512.12%-3489.4pp | 561.29%-538.5pp |
| Employer contribution / active EE | $484 | $3,069-84.2% | $2,731-82.3% | $4,660-89.6% |
| Participant deferral / active EE | $3,231 | $4,783-32.4% | $4,000-19.2% | $6,688-51.7% |
| Admin fee / account holder | $1,355 | $5,539-75.5% | $3,998-66.1% | $13,397-89.9% |