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 | $80,516 | $175,202-54.0% | $149,673-46.2% | $139,434-42.3% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 16.45% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,400 | $5,474-56.2% | $4,818-50.2% | $4,751-49.5% |
| Participant deferral / active EE | $6,900 | $6,519+5.8% | $5,680+21.5% | $6,710+2.8% |
| Admin fee / account holder | $1,388 | $16,150-91.4% | $13,210-89.5% | $11,403-87.8% |