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 | $36,362 | $150,187-75.8% | $120,354-69.8% | $145,922-75.1% |
| Participation rate | 64.3% | 78.8%-14.5pp | 71.9%-7.6pp | 80.3%-16.0pp |
| Annual return | 15.72% | 154.07%-138.3pp | 107.15%-91.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,848 | $4,348-34.5% | $3,463-17.7% | $4,660-38.9% |
| Participant deferral / active EE | $3,469 | $6,173-43.8% | $4,991-30.5% | $6,688-48.1% |
| Admin fee / account holder | $491 | $12,207-96.0% | $9,423-94.8% | $13,397-96.3% |