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 | $47,999 | $171,865-72.1% | $149,718-67.9% | $147,584-67.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 15.89% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,321 | $6,275+16.7% | $5,445+34.5% | $4,876+50.1% |
| Participant deferral / active EE | $9,750 | $7,271+34.1% | $6,569+48.4% | $5,439+79.3% |
| Admin fee / account holder | $6,421 | $13,799-53.5% | $11,283-43.1% | $10,885-41.0% |