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 | $94,604 | $85,766+10.3% | $136,294-30.6% | $70,131+34.9% |
| Participation rate | 59.1% | 74.2%-15.1pp | 81.9%-22.8pp | 69.5%-10.5pp |
| Annual return | 20.34% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $909 | $2,966-69.3% | $4,695-80.6% | $2,342-61.2% |
| Participant deferral / active EE | $6,174 | $5,051+22.2% | $6,247-1.2% | $3,332+85.3% |
| Admin fee / account holder | $13,967 | $5,420+157.7% | $9,243+51.1% | $4,645+200.7% |