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 | $74,218 | $107,934-31.2% | $91,989-19.3% | $152,861-51.4% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 26.08% | 89.24%-63.2pp | 69.02%-42.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,847 | $4,210-56.1% | $3,452-46.5% | $4,762-61.2% |
| Participant deferral / active EE | $3,527 | $6,364-44.6% | $5,923-40.4% | $5,850-39.7% |
| Admin fee / account holder | $1,010 | $10,520-90.4% | $7,743-87.0% | $11,596-91.3% |