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 6-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 | $89,936 | $114,381-21.4% | $107,525-16.4% | $142,382-36.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 20.76% | 242.71%-221.9pp | 181.32%-160.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,820 | $4,015-54.7% | $3,754-51.5% | $4,299-57.7% |
| Participant deferral / active EE | $5,200 | $5,564-6.5% | $5,116+1.6% | $6,507-20.1% |
| Admin fee / account holder | $936 | $9,860-90.5% | $8,919-89.5% | $12,624-92.6% |