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 | $97,717 | $209,411-53.3% | $178,490-45.3% | $158,922-38.5% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 7.34% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,201 | $5,706-79.0% | $5,011-76.0% | $4,761-74.8% |
| Participant deferral / active EE | $8,095 | $5,954+35.9% | $5,202+55.6% | $5,982+35.3% |
| Admin fee / account holder | $1,013 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |