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 | $78,256 | $180,749-56.7% | $160,784-51.3% | $137,256-43.0% |
| Participation rate | 35.3% | 80.0%-44.7pp | 77.0%-41.7pp | 80.0%-44.7pp |
| Annual return | 14.19% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $901 | $4,155-78.3% | $3,733-75.9% | $4,156-78.3% |
| Participant deferral / active EE | $1,812 | $6,844-73.5% | $6,293-71.2% | $6,407-71.7% |
| Admin fee / account holder | $1,205 | $10,397-88.4% | $9,717-87.6% | $12,270-90.2% |