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 | $124,892 | $158,398-21.2% | $126,539-1.3% | $142,382-12.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 10.27% | 593.76%-583.5pp | 425.95%-415.7pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,884 | $4,650-38.0% | $3,674-21.5% | $4,299-32.9% |
| Participant deferral / active EE | $7,833 | $4,767+64.3% | $4,083+91.9% | $6,507+20.4% |
| Admin fee / account holder | $5,820 | $6,918-15.9% | $6,065-4.0% | $12,624-53.9% |