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 | $106,006 | $111,535-5.0% | $105,223+0.7% | $137,256-22.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 14.29% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,263 | $3,939-68.0% | $3,689-65.8% | $4,156-69.6% |
| Participant deferral / active EE | $5,000 | $5,500-9.1% | $5,072-1.4% | $6,407-22.0% |
| Admin fee / account holder | $1,228 | $9,721-87.4% | $8,859-86.1% | $12,270-90.0% |