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 | $85,453 | $109,982-22.3% | $97,226-12.1% | $145,922-41.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 8.72% | 242.90%-234.2pp | 75.13%-66.4pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,462 | $3,084-52.6% | $2,729-46.4% | $4,660-68.6% |
| Participant deferral / active EE | $6,061 | $4,676+29.6% | $4,264+42.2% | $6,688-9.4% |
| Admin fee / account holder | $424 | $6,221-93.2% | $5,654-92.5% | $13,397-96.8% |