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 | $91,114 | $217,402-58.1% | $185,823-51.0% | $167,490-45.6% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 57.40% | 148.36%-91.0pp | 122.05%-64.7pp | 478.56%-421.2pp |
| Employer contribution / active EE | $8,701 | $5,873+48.1% | $5,167+68.4% | $4,837+79.9% |
| Participant deferral / active EE | $6,480 | $6,356+1.9% | $5,568+16.4% | $6,341+2.2% |
| Admin fee / account holder | $1,542 | $19,811-92.2% | $16,237-90.5% | $12,309-87.5% |