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 | $42,966 | $89,355-51.9% | $141,162-69.6% | $72,985-41.1% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 95.05% | 111.85%-16.8pp | 71.39%+23.7pp | 81.00%+14.1pp |
| Employer contribution / active EE | $5,313 | $3,114+70.6% | $4,735+12.2% | $2,440+117.8% |
| Participant deferral / active EE | $5,600 | $5,418+3.4% | $6,709-16.5% | $3,607+55.2% |
| Admin fee / account holder | $657 | $5,958-89.0% | $10,261-93.6% | $5,124-87.2% |