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 | $135,934 | $165,335-17.8% | $149,696-9.2% | $158,922-14.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.08% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,046 | $5,103-59.9% | $4,644-55.9% | $4,761-57.0% |
| Participant deferral / active EE | $4,456 | $7,181-37.9% | $6,842-34.9% | $5,982-25.5% |
| Admin fee / account holder | $1,835 | $10,807-83.0% | $9,309-80.3% | $11,246-83.7% |