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 | $217,631 | $111,724+94.8% | $93,606+132.5% | $145,922+49.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 13.80% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $997 | $3,090-67.7% | $2,420-58.8% | $4,660-78.6% |
| Participant deferral / active EE | $8,194 | $4,912+66.8% | $4,411+85.8% | $6,688+22.5% |
| Admin fee / account holder | $1,071 | $10,250-89.6% | $8,285-87.1% | $13,397-92.0% |