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 | $150,272 | $198,466-24.3% | $170,442-11.8% | $147,584+1.8% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 17.97% | 257.29%-239.3pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,500 | $6,184-59.6% | $5,433-54.0% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $332 | $16,852-98.0% | $13,880-97.6% | $10,885-97.0% |