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 | $56,235 | $209,411-73.1% | $178,490-68.5% | $158,922-64.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 17.16% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $8,921 | $5,706+56.3% | $5,011+78.0% | $4,761+87.4% |
| Participant deferral / active EE | $7,102 | $5,954+19.3% | $5,202+36.5% | $5,982+18.7% |
| Admin fee / account holder | $348 | $17,074-98.0% | $13,984-97.5% | $11,246-96.9% |