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 | $90,371 | $209,411-56.8% | $178,490-49.4% | $158,922-43.1% |
| Participation rate | 44.4% | 86.3%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 365.49% | 188.75%+176.7pp | 151.07%+214.4pp | 302.83%+62.7pp |
| Employer contribution / active EE | $2,203 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $4,721 | $5,954-20.7% | $5,202-9.2% | $5,982-21.1% |
| Admin fee / account holder | $825 | $17,074-95.2% | $13,984-94.1% | $11,246-92.7% |