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 | $119,935 | $210,648-43.1% | $177,989-32.6% | $145,922-17.8% |
| Participation rate | 69.2% | 80.8%-11.5pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 15.34% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,765 | $4,565-61.3% | $3,949-55.3% | $4,660-62.1% |
| Participant deferral / active EE | $4,305 | $6,958-38.1% | $6,276-31.4% | $6,688-35.6% |
| Admin fee / account holder | $17,639 | $12,013+46.8% | $10,363+70.2% | $13,397+31.7% |