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 | $96,554 | $152,587-36.7% | $125,175-22.9% | $152,861-36.8% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 23.04% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,845 | $4,946-22.3% | $3,865-0.5% | $4,762-19.3% |
| Participant deferral / active EE | $6,084 | $5,868+3.7% | $4,937+23.2% | $5,850+4.0% |
| Admin fee / account holder | $1,131 | $13,434-91.6% | $9,702-88.3% | $11,596-90.2% |