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 | $60,310 | $111,814-46.1% | $103,374-41.7% | $145,959-58.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.79% | 24.77%-12.0pp | 24.89%-12.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,766 | $4,214-58.1% | $3,869-54.4% | $4,661-62.1% |
| Participant deferral / active EE | $4,475 | $5,618-20.3% | $5,058-11.5% | $6,689-33.1% |
| Admin fee / account holder | $4,697 | $9,754-51.8% | $8,394-44.0% | $13,398-64.9% |