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 | $89,992 | $111,814-19.5% | $103,374-12.9% | $145,959-38.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.60% | 24.77%-6.2pp | 24.89%-6.3pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,962 | $4,214-53.4% | $3,869-49.3% | $4,661-57.9% |
| Participant deferral / active EE | $4,342 | $5,618-22.7% | $5,058-14.1% | $6,689-35.1% |
| Admin fee / account holder | $1,306 | $9,754-86.6% | $8,394-84.4% | $13,398-90.3% |