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 | $55,125 | $175,202-68.5% | $149,673-63.2% | $139,434-60.5% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 58.80% | 166.71%-107.9pp | 134.42%-75.6pp | 372.94%-314.1pp |
| Employer contribution / active EE | $3,746 | $5,474-31.6% | $4,818-22.2% | $4,751-21.2% |
| Participant deferral / active EE | $6,695 | $6,519+2.7% | $5,680+17.9% | $6,710-0.2% |
| Admin fee / account holder | $1,651 | $16,150-89.8% | $13,210-87.5% | $11,403-85.5% |