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 6-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 | $111,767 | $175,202-36.2% | $149,673-25.3% | $139,434-19.8% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.5pp | 80.3%-15.1pp |
| Annual return | 18.20% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,430 | $5,474-73.9% | $4,818-70.3% | $4,751-69.9% |
| Participant deferral / active EE | $2,752 | $6,519-57.8% | $5,680-51.5% | $6,710-59.0% |
| Admin fee / account holder | $893 | $16,150-94.5% | $13,210-93.2% | $11,403-92.2% |