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 | $115,842 | $148,534-22.0% | $135,903-14.8% | $139,434-16.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 22.50% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $9,496 | $5,243+81.1% | $4,856+95.5% | $4,751+99.9% |
| Participant deferral / active EE | $11,179 | $8,100+38.0% | $7,758+44.1% | $6,710+66.6% |
| Admin fee / account holder | $662 | $12,400-94.7% | $10,762-93.9% | $11,403-94.2% |