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 | $82,456 | $176,662-53.3% | $130,648-36.9% | $152,861-46.1% |
| Participation rate | 42.9% | 79.0%-36.1pp | 71.7%-28.9pp | 82.4%-39.6pp |
| Annual return | 25.48% | 2692.24%-2666.8pp | 1708.96%-1683.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,157 | $5,742-79.9% | $4,092-71.7% | $4,762-75.7% |
| Participant deferral / active EE | $1,760 | $4,361-59.6% | $3,603-51.1% | $5,850-69.9% |
| Admin fee / account holder | $763 | $7,133-89.3% | $5,464-86.0% | $11,596-93.4% |