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 | $129,913 | $202,318-35.8% | $172,739-24.8% | $152,861-15.0% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.4%-13.2pp |
| Annual return | 31.37% | 1029.65%-998.3pp | 802.84%-771.5pp | 345.32%-313.9pp |
| Employer contribution / active EE | $26,253 | $5,856+348.3% | $5,143+410.5% | $4,762+451.3% |
| Participant deferral / active EE | $12,750 | $5,948+114.4% | $5,198+145.3% | $5,850+117.9% |
| Admin fee / account holder | $4,653 | $17,109-72.8% | $13,954-66.7% | $11,596-59.9% |