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 | $90,778 | $198,466-54.3% | $170,442-46.7% | $147,584-38.5% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 14.98% | 257.29%-242.3pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,164 | $6,184-65.0% | $5,433-60.2% | $4,876-55.6% |
| Participant deferral / active EE | $4,549 | $5,629-19.2% | $4,939-7.9% | $5,439-16.4% |
| Admin fee / account holder | $1,322 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |