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 | $66,868 | $89,753-25.5% | $107,525-37.8% | $84,808-21.2% |
| Participation rate | 65.2% | 68.1%-2.8pp | 75.1%-9.9pp | 68.3%-3.1pp |
| Annual return | 13.32% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,370 | $3,113-23.9% | $3,754-36.8% | $2,631-9.9% |
| Participant deferral / active EE | $3,812 | $4,056-6.0% | $5,116-25.5% | $4,212-9.5% |
| Admin fee / account holder | $2,266 | $7,222-68.6% | $8,919-74.6% | $7,344-69.1% |