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 | $84,371 | $102,604-17.8% | $86,188-2.1% | $139,434-39.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 21.27% | 1922.51%-1901.2pp | 1168.45%-1147.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,505 | $3,032-50.4% | $2,380-36.8% | $4,751-68.3% |
| Participant deferral / active EE | $7,657 | $4,676+63.8% | $3,985+92.1% | $6,710+14.1% |
| Admin fee / account holder | $883 | $8,657-89.8% | $6,852-87.1% | $11,403-92.3% |