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 | $169,899 | $126,574+34.2% | $106,213+60.0% | $145,922+16.4% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 9.86% | 224.79%-214.9pp | 116.14%-106.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,420 | $3,730-61.9% | $3,171-55.2% | $4,660-69.5% |
| Participant deferral / active EE | $3,042 | $5,724-46.9% | $5,016-39.4% | $6,688-54.5% |
| Admin fee / account holder | $6,035 | $17,304-65.1% | $11,033-45.3% | $13,397-55.0% |