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 | $33,816 | $159,901-78.9% | $146,958-77.0% | $145,922-76.8% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 34.77% | 98.13%-63.4pp | 418.34%-383.6pp | 561.29%-526.5pp |
| Employer contribution / active EE | $2,027 | $5,286-61.7% | $4,933-58.9% | $4,660-56.5% |
| Participant deferral / active EE | $4,584 | $8,428-45.6% | $8,070-43.2% | $6,688-31.5% |
| Admin fee / account holder | $4,200 | $15,044-72.1% | $12,998-67.7% | $13,397-68.6% |