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 | $211,931 | $209,411+1.2% | $178,490+18.7% | $158,922+33.4% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 22.21% | 188.75%-166.5pp | 151.07%-128.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $4,076 | $5,706-28.6% | $5,011-18.7% | $4,761-14.4% |
| Participant deferral / active EE | $3,900 | $5,954-34.5% | $5,202-25.0% | $5,982-34.8% |
| Admin fee / account holder | $1,294 | $17,074-92.4% | $13,984-90.7% | $11,246-88.5% |