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 | $125,444 | $148,534-15.5% | $135,903-7.7% | $139,434-10.0% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 15.89% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,731 | $5,243-67.0% | $4,856-64.4% | $4,751-63.6% |
| Participant deferral / active EE | $6,737 | $8,100-16.8% | $7,758-13.2% | $6,710+0.4% |
| Admin fee / account holder | $1,344 | $12,400-89.2% | $10,762-87.5% | $11,403-88.2% |