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 8-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 | $14,881 | $129,217-88.5% | $93,406-84.1% | $158,922-90.6% |
| Participation rate | 61.5% | 71.0%-9.4pp | 66.8%-5.3pp | 82.0%-20.4pp |
| Annual return | 18.51% | 118.21%-99.7pp | 78.05%-59.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,360 | $2,711-13.0% | $2,075+13.7% | $4,761-50.4% |
| Participant deferral / active EE | $2,765 | $3,909-29.3% | $3,126-11.5% | $5,982-53.8% |
| Admin fee / account holder | $1,027 | $7,383-86.1% | $5,230-80.4% | $11,246-90.9% |