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 | $106,523 | $197,591-46.1% | $177,821-40.1% | $158,922-33.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 15.38% | 58.76%-43.4pp | 48.32%-32.9pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,658 | $6,697-60.3% | $5,918-55.1% | $4,761-44.2% |
| Participant deferral / active EE | $6,962 | $8,405-17.2% | $7,714-9.7% | $5,982+16.4% |
| Admin fee / account holder | $5,801 | $15,399-62.3% | $12,427-53.3% | $11,246-48.4% |