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 10-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 | $71,909 | $56,199+28.0% | $67,652+6.3% | $59,632+20.6% |
| Participation rate | 66.0% | 71.5%-5.5pp | 75.7%-9.7pp | 68.7%-2.7pp |
| Annual return | -0.59% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,730 | $1,614+7.1% | $2,266-23.6% | $2,203-21.5% |
| Participant deferral / active EE | $3,059 | $2,844+7.6% | $3,560-14.1% | $3,192-4.2% |
| Admin fee / account holder | $3,163 | $3,958-20.1% | $4,821-34.4% | $4,297-26.4% |