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 | $91,345 | $111,754-18.3% | $103,333-11.6% | $145,922-37.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.23% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,407 | $4,212-66.6% | $3,868-63.6% | $4,660-69.8% |
| Participant deferral / active EE | $5,210 | $5,619-7.3% | $5,057+3.0% | $6,688-22.1% |
| Admin fee / account holder | $1,656 | $9,750-83.0% | $8,355-80.2% | $13,397-87.6% |