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 | $111,194 | $154,117-27.9% | $129,995-14.5% | $139,434-20.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 21.67% | 32.48%-10.8pp | -137.18%+158.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,862 | $5,289-64.8% | $4,320-56.9% | $4,751-60.8% |
| Participant deferral / active EE | $6,679 | $6,710-0.5% | $5,820+14.8% | $6,710-0.5% |
| Admin fee / account holder | $2,667 | $14,007-81.0% | $10,614-74.9% | $11,403-76.6% |