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 9-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 | $56,793 | $202,318-71.9% | $172,739-67.1% | $152,861-62.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 29.05% | 1029.65%-1000.6pp | 802.84%-773.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $7,930 | $5,856+35.4% | $5,143+54.2% | $4,762+66.5% |
| Participant deferral / active EE | $8,025 | $5,948+34.9% | $5,198+54.4% | $5,850+37.2% |
| Admin fee / account holder | $2,268 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |