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 | $89,251 | $138,065-35.4% | $123,544-27.8% | $135,375-34.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 3.90% | 153.68%-149.8pp | 119.20%-115.3pp | 519.73%-515.8pp |
| Employer contribution / active EE | $998 | $5,151-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $2,479 | $6,799-63.5% | $6,426-61.4% | $5,609-55.8% |
| Admin fee / account holder | $253,699 | $10,916+2224.1% | $9,284+2632.7% | $10,827+2243.2% |