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 | $68,822 | $102,604-32.9% | $86,188-20.1% | $139,434-50.6% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 20.30% | 1922.51%-1902.2pp | 1168.45%-1148.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,169 | $3,032-61.4% | $2,380-50.9% | $4,751-75.4% |
| Participant deferral / active EE | $1,349 | $4,676-71.1% | $3,985-66.1% | $6,710-79.9% |
| Admin fee / account holder | $5,482 | $8,657-36.7% | $6,852-20.0% | $11,403-51.9% |