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 | $68,523 | $85,202-19.6% | $172,739-60.3% | $72,985-6.1% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.6%-17.3pp | 69.5%-4.1pp |
| Annual return | 18.15% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $3,119 | $3,324-6.2% | $5,143-39.3% | $2,440+27.8% |
| Participant deferral / active EE | $3,747 | $3,260+14.9% | $5,198-27.9% | $3,607+3.9% |
| Admin fee / account holder | $764 | $5,884-87.0% | $13,954-94.5% | $5,124-85.1% |