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 | $100,703 | $91,538+10.0% | $129,995-22.5% | $75,163+34.0% |
| Participation rate | 65.9% | 71.4%-5.5pp | 78.5%-12.6pp | 67.2%-1.3pp |
| Annual return | 21.05% | -631.11%+652.2pp | -137.18%+158.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,103 | $2,845-26.1% | $4,320-51.3% | $2,670-21.2% |
| Participant deferral / active EE | $3,582 | $4,341-17.5% | $5,820-38.5% | $4,125-13.2% |
| Admin fee / account holder | $331 | $6,790-95.1% | $10,614-96.9% | $5,651-94.1% |