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 | $61,683 | $90,600-31.9% | $79,464-22.4% | $135,375-54.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 4.41% | 977.43%-973.0pp | 718.14%-713.7pp | 519.73%-515.3pp |
| Employer contribution / active EE | $4,071 | $3,068+32.7% | $2,800+45.4% | $4,779-14.8% |
| Participant deferral / active EE | $5,136 | $4,050+26.8% | $3,704+38.7% | $5,609-8.4% |
| Admin fee / account holder | $8,039 | $5,907+36.1% | $5,113+57.2% | $10,827-25.8% |