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 | $84,907 | $99,020-14.3% | $86,590-1.9% | $147,584-42.5% |
| Participation rate | 60.9% | 76.3%-15.5pp | 73.5%-12.7pp | 82.8%-22.0pp |
| Annual return | 20.94% | 1312.34%-1291.4pp | 964.84%-943.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,856 | $3,972+97.8% | $3,609+117.7% | $5,439+44.4% |
| Admin fee / account holder | $3,720 | $5,710-34.8% | $4,906-24.2% | $10,885-65.8% |