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 | $41,771 | $61,774-32.4% | $97,226-57.0% | $80,856-48.3% |
| Participation rate | 69.2% | 63.5%+5.7pp | 72.7%-3.5pp | 67.6%+1.6pp |
| Annual return | 13.52% | -557.90%+571.4pp | 75.13%-61.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,916 | $1,837+4.3% | $2,729-29.8% | $2,755-30.4% |
| Participant deferral / active EE | $3,158 | $3,029+4.3% | $4,264-25.9% | $4,296-26.5% |
| Admin fee / account holder | $644 | $5,166-87.5% | $5,654-88.6% | $6,918-90.7% |