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 | $96,836 | $171,865-43.7% | $149,718-35.3% | $147,584-34.4% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 19.89% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,205 | $6,275-64.9% | $5,445-59.5% | $4,876-54.8% |
| Participant deferral / active EE | $4,537 | $7,271-37.6% | $6,569-30.9% | $5,439-16.6% |
| Admin fee / account holder | $1,680 | $13,799-87.8% | $11,283-85.1% | $10,885-84.6% |