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 | $133,476 | $88,710+50.5% | $81,783+63.2% | $145,959-8.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.27% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,687 | $3,083-45.3% | $2,913-42.1% | $4,661-63.8% |
| Participant deferral / active EE | $3,220 | $4,645-30.7% | $4,320-25.5% | $6,689-51.9% |
| Admin fee / account holder | $2,206 | $8,407-73.8% | $7,380-70.1% | $13,398-83.5% |