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 | $109,785 | $210,648-47.9% | $177,989-38.3% | $145,922-24.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.66% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,875 | $4,565-37.0% | $3,949-27.2% | $4,660-38.3% |
| Participant deferral / active EE | $4,767 | $6,958-31.5% | $6,276-24.0% | $6,688-28.7% |
| Admin fee / account holder | $2,108 | $12,013-82.5% | $10,363-79.7% | $13,397-84.3% |