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 | $40,509 | $202,432-80.0% | $169,368-76.1% | $139,434-70.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 18.22% | 531.74%-513.5pp | 405.60%-387.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,332 | $4,692-71.6% | $4,013-66.8% | $4,751-72.0% |
| Participant deferral / active EE | $2,596 | $6,938-62.6% | $6,221-58.3% | $6,710-61.3% |
| Admin fee / account holder | $2,448 | $10,708-77.1% | $9,003-72.8% | $11,403-78.5% |