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 | $79,314 | $210,648-62.3% | $177,989-55.4% | $145,922-45.6% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 10.33% | 385.86%-375.5pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,318 | $4,565-27.3% | $3,949-16.0% | $4,660-28.8% |
| Participant deferral / active EE | $4,676 | $6,958-32.8% | $6,276-25.5% | $6,688-30.1% |
| Admin fee / account holder | $10,017 | $12,013-16.6% | $10,363-3.3% | $13,397-25.2% |