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 4-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 | $135,163 | $148,534-9.0% | $135,903-0.5% | $139,434-3.1% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 14.39% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,663 | $5,243-30.1% | $4,856-24.6% | $4,751-22.9% |
| Participant deferral / active EE | $9,688 | $8,100+19.6% | $7,758+24.9% | $6,710+44.4% |
| Admin fee / account holder | $1,993 | $12,400-83.9% | $10,762-81.5% | $11,403-82.5% |