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 | $70,249 | $156,846-55.2% | $121,098-42.0% | $139,434-49.6% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 21.40% | 1474.56%-1453.2pp | 985.75%-964.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,435 | $5,536-38.0% | $4,164-17.5% | $4,751-27.7% |
| Participant deferral / active EE | $6,500 | $4,844+34.2% | $4,080+59.3% | $6,710-3.1% |
| Admin fee / account holder | $3,365 | $6,946-51.5% | $5,644-40.4% | $11,403-70.5% |