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 | $99,077 | $102,604-3.4% | $86,188+15.0% | $139,434-28.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 13.24% | 1922.51%-1909.3pp | 1168.45%-1155.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,451 | $3,032-52.1% | $2,380-39.0% | $4,751-69.5% |
| Participant deferral / active EE | $3,189 | $4,676-31.8% | $3,985-20.0% | $6,710-52.5% |
| Admin fee / account holder | $1,701 | $8,657-80.4% | $6,852-75.2% | $11,403-85.1% |