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 | $92,944 | $102,317-9.2% | $146,958-36.8% | $80,856+14.9% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.2%-17.6pp | 67.6%-3.1pp |
| Annual return | 15.95% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,478 | $3,713-33.3% | $4,933-49.8% | $2,755-10.1% |
| Participant deferral / active EE | $6,802 | $6,644+2.4% | $8,070-15.7% | $4,296+58.3% |
| Admin fee / account holder | $2,754 | $7,941-65.3% | $12,998-78.8% | $6,918-60.2% |