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 | $114,540 | $138,065-17.0% | $123,544-7.3% | $135,375-15.4% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -5.06% | 153.68%-158.7pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,492 | $5,151-71.0% | $4,628-67.7% | $4,779-68.8% |
| Participant deferral / active EE | $2,497 | $6,799-63.3% | $6,426-61.1% | $5,609-55.5% |
| Admin fee / account holder | $569 | $10,916-94.8% | $9,284-93.9% | $10,827-94.7% |