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 | $53,119 | $169,032-68.6% | $129,207-58.9% | $145,922-63.6% |
| Participation rate | 26.1% | 76.4%-50.4pp | 69.6%-43.5pp | 80.3%-54.2pp |
| Annual return | 24.79% | 14330.11%-14305.3pp | 9417.33%-9392.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $566 | $5,537-89.8% | $4,153-86.4% | $4,660-87.8% |
| Participant deferral / active EE | $727 | $4,987-85.4% | $4,168-82.6% | $6,688-89.1% |
| Admin fee / account holder | $5,242 | $9,954-47.3% | $7,715-32.0% | $13,397-60.9% |