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 | $96,375 | $118,680-18.8% | $98,907-2.6% | $158,922-39.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 13.10% | 372.35%-359.3pp | 196.43%-183.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,038 | $3,333-68.9% | $2,689-61.4% | $4,761-78.2% |
| Participant deferral / active EE | $1,942 | $5,088-61.8% | $4,244-54.2% | $5,982-67.5% |
| Admin fee / account holder | $1,142 | $10,131-88.7% | $6,642-82.8% | $11,246-89.8% |