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 7-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 | $105,547 | $102,604+2.9% | $86,188+22.5% | $139,434-24.3% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 18.70% | 1922.51%-1903.8pp | 1168.45%-1149.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,096 | $3,032-30.9% | $2,380-11.9% | $4,751-55.9% |
| Participant deferral / active EE | $5,380 | $4,676+15.1% | $3,985+35.0% | $6,710-19.8% |
| Admin fee / account holder | $1,875 | $8,657-78.3% | $6,852-72.6% | $11,403-83.6% |