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 | $82,460 | $111,301-25.9% | $112,977-27.0% | $158,922-48.1% |
| Participation rate | 35.7% | 83.5%-47.8pp | 82.6%-46.8pp | 82.0%-46.2pp |
| Annual return | 299.69% | 26.40%+273.3pp | 24.24%+275.4pp | 302.83%-3.1pp |
| Employer contribution / active EE | $2,328 | $4,471-47.9% | $4,255-45.3% | $4,761-51.1% |
| Participant deferral / active EE | $7,543 | $5,880+28.3% | $5,836+29.3% | $5,982+26.1% |
| Admin fee / account holder | $4,132 | $8,392-50.8% | $6,294-34.4% | $11,246-63.3% |