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 5-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 | $107,439 | $175,202-38.7% | $149,673-28.2% | $139,434-22.9% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 20.78% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $12,440 | $5,474+127.2% | $4,818+158.2% | $4,751+161.8% |
| Participant deferral / active EE | $9,964 | $6,519+52.9% | $5,680+75.4% | $6,710+48.5% |
| Admin fee / account holder | $457 | $16,150-97.2% | $13,210-96.5% | $11,403-96.0% |