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 | $44,744 | $217,402-79.4% | $185,823-75.9% | $167,490-73.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 39.86% | 148.36%-108.5pp | 122.05%-82.2pp | 478.56%-438.7pp |
| Employer contribution / active EE | $1,323 | $5,873-77.5% | $5,167-74.4% | $4,837-72.7% |
| Participant deferral / active EE | $3,981 | $6,356-37.4% | $5,568-28.5% | $6,341-37.2% |
| Admin fee / account holder | $510 | $19,811-97.4% | $16,237-96.9% | $12,309-95.9% |