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 | $96,975 | $202,318-52.1% | $172,739-43.9% | $152,861-36.6% |
| Participation rate | 52.9% | 87.1%-34.1pp | 82.6%-29.7pp | 82.4%-29.5pp |
| Annual return | 30.44% | 1029.65%-999.2pp | 802.84%-772.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $4,750 | $5,856-18.9% | $5,143-7.6% | $4,762-0.3% |
| Participant deferral / active EE | $2,947 | $5,948-50.5% | $5,198-43.3% | $5,850-49.6% |
| Admin fee / account holder | $1,286 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |