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 | $119,936 | $148,534-19.3% | $135,903-11.7% | $139,434-14.0% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 18.17% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,844 | $5,243-26.7% | $4,856-20.8% | $4,751-19.1% |
| Participant deferral / active EE | $11,414 | $8,100+40.9% | $7,758+47.1% | $6,710+70.1% |
| Admin fee / account holder | $411 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |