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 | $113,686 | $96,635+17.6% | $86,612+31.3% | $139,434-18.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.81% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,118 | $3,263-35.1% | $3,022-29.9% | $4,751-55.4% |
| Participant deferral / active EE | $2,438 | $4,836-49.6% | $4,438-45.1% | $6,710-63.7% |
| Admin fee / account holder | $1,774 | $6,408-72.3% | $5,614-68.4% | $11,403-84.4% |