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 | $88,125 | $138,065-36.2% | $123,544-28.7% | $135,375-34.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 3.17% | 153.68%-150.5pp | 119.20%-116.0pp | 519.73%-516.6pp |
| Employer contribution / active EE | $1,638 | $5,151-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $3,908 | $6,799-42.5% | $6,426-39.2% | $5,609-30.3% |
| Admin fee / account holder | $3,300 | $10,916-69.8% | $9,284-64.5% | $10,827-69.5% |