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 | $132,618 | $159,901-17.1% | $146,958-9.8% | $145,922-9.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.84% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,286 | $5,286-56.7% | $4,933-53.7% | $4,660-50.9% |
| Participant deferral / active EE | $3,429 | $8,428-59.3% | $8,070-57.5% | $6,688-48.7% |
| Admin fee / account holder | $1,197 | $15,044-92.0% | $12,998-90.8% | $13,397-91.1% |