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 | $66,595 | $166,020-59.9% | $164,866-59.6% | $145,959-54.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 15.46% | 100.08%-84.6pp | 69.97%-54.5pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,908 | $5,275-63.8% | $4,343-56.1% | $4,661-59.1% |
| Participant deferral / active EE | $5,537 | $6,961-20.5% | $6,033-8.2% | $6,689-17.2% |
| Admin fee / account holder | $2,920 | $16,644-82.5% | $12,689-77.0% | $13,398-78.2% |