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 | $131,034 | $165,984-21.1% | $164,813-20.5% | $145,922-10.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 19.44% | 100.03%-80.6pp | 69.93%-50.5pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,127 | $5,273-40.7% | $4,341-28.0% | $4,660-32.9% |
| Participant deferral / active EE | $6,422 | $6,959-7.7% | $6,031+6.5% | $6,688-4.0% |
| Admin fee / account holder | $539 | $16,648-96.8% | $12,690-95.8% | $13,397-96.0% |