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 | $51,058 | $104,486-51.1% | $76,817-33.5% | $152,861-66.6% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 30.51% | 1013.37%-982.9pp | 1166.11%-1135.6pp | 345.32%-314.8pp |
| Employer contribution / active EE | $6,397 | $3,116+105.3% | $2,302+177.9% | $4,762+34.3% |
| Participant deferral / active EE | $6,620 | $4,236+56.3% | $3,336+98.4% | $5,850+13.2% |
| Admin fee / account holder | $513 | $12,275-95.8% | $6,420-92.0% | $11,596-95.6% |