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 | $100,712 | $226,064-55.4% | $182,532-44.8% | $152,861-34.1% |
| Participation rate | 38.5% | 82.5%-44.0pp | 78.0%-39.5pp | 82.4%-44.0pp |
| Annual return | 26.35% | 192.51%-166.2pp | 148.54%-122.2pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,237 | $4,978-75.1% | $4,076-69.6% | $4,762-74.0% |
| Participant deferral / active EE | $3,082 | $6,368-51.6% | $5,524-44.2% | $5,850-47.3% |
| Admin fee / account holder | $4,962 | $10,703-53.6% | $8,592-42.3% | $11,596-57.2% |