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 | $123,171 | $209,411-41.2% | $178,490-31.0% | $158,922-22.5% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 26.06% | 188.75%-162.7pp | 151.07%-125.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $3,600 | $5,706-36.9% | $5,011-28.2% | $4,761-24.4% |
| Participant deferral / active EE | $9,500 | $5,954+59.6% | $5,202+82.6% | $5,982+58.8% |
| Admin fee / account holder | $771 | $17,074-95.5% | $13,984-94.5% | $11,246-93.1% |