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 | $103,050 | $98,750+4.4% | $149,696-31.2% | $79,858+29.0% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.5%-20.6pp | 69.6%-7.7pp |
| Annual return | 13.84% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,909 | $3,216-40.6% | $4,644-58.9% | $2,471-22.7% |
| Participant deferral / active EE | $3,236 | $5,680-43.0% | $6,842-52.7% | $3,740-13.5% |
| Admin fee / account holder | $10,530 | $6,053+74.0% | $9,309+13.1% | $5,306+98.4% |