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 8-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 | $74,432 | $157,256-52.7% | $141,162-47.3% | $152,861-51.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 34.57% | 64.32%-29.8pp | 71.39%-36.8pp | 345.32%-310.7pp |
| Employer contribution / active EE | $9,458 | $5,261+79.8% | $4,735+99.8% | $4,762+98.6% |
| Participant deferral / active EE | $9,901 | $7,109+39.3% | $6,709+47.6% | $5,850+69.2% |
| Admin fee / account holder | $1,170 | $12,120-90.3% | $10,261-88.6% | $11,596-89.9% |