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 | $189,690 | $198,466-4.4% | $170,442+11.3% | $147,584+28.5% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 20.30% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,219 | $6,184-47.9% | $5,433-40.7% | $4,876-34.0% |
| Participant deferral / active EE | $7,798 | $5,629+38.5% | $4,939+57.9% | $5,439+43.4% |
| Admin fee / account holder | $1,650 | $16,852-90.2% | $13,880-88.1% | $10,885-84.8% |