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 6-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 | $89,082 | $102,317-12.9% | $146,958-39.4% | $80,856+10.2% |
| Participation rate | 68.2% | 75.8%-7.7pp | 82.2%-14.0pp | 67.6%+0.5pp |
| Annual return | 15.10% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,755 | $3,713+1.1% | $4,933-23.9% | $2,755+36.3% |
| Participant deferral / active EE | $8,895 | $6,644+33.9% | $8,070+10.2% | $4,296+107.1% |
| Admin fee / account holder | $7,723 | $7,941-2.7% | $12,998-40.6% | $6,918+11.6% |