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 | $76,210 | $175,202-56.5% | $149,673-49.1% | $139,434-45.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 31.05% | 166.71%-135.7pp | 134.42%-103.4pp | 372.94%-341.9pp |
| Employer contribution / active EE | $12,480 | $5,474+128.0% | $4,818+159.0% | $4,751+162.7% |
| Participant deferral / active EE | $7,757 | $6,519+19.0% | $5,680+36.6% | $6,710+15.6% |
| Admin fee / account holder | $1,133 | $16,150-93.0% | $13,210-91.4% | $11,403-90.1% |