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 6-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 | $59,560 | $180,749-67.0% | $160,784-63.0% | $137,256-56.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 18.25% | 2234.46%-2216.2pp | 1803.92%-1785.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $7,823 | $4,155+88.3% | $3,733+109.6% | $4,156+88.2% |
| Participant deferral / active EE | $10,817 | $6,844+58.0% | $6,293+71.9% | $6,407+68.8% |
| Admin fee / account holder | $1,570 | $10,397-84.9% | $9,717-83.8% | $12,270-87.2% |