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 | $18,905 | $77,419-75.6% | $69,455-72.8% | $152,861-87.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.4%-22.4pp |
| Annual return | 55.82% | 39.06%+16.8pp | 28.97%+26.9pp | 345.32%-289.5pp |
| Employer contribution / active EE | $4,701 | $3,315+41.8% | $2,779+69.2% | $4,762-1.3% |
| Participant deferral / active EE | $13,699 | $4,414+210.4% | $3,535+287.5% | $5,850+134.2% |
| Admin fee / account holder | $719 | $6,207-88.4% | $3,839-81.3% | $11,596-93.8% |