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 7-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 | $76,333 | $106,515-28.3% | $96,683-21.0% | $139,434-45.3% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 14.75% | 38.43%-23.7pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,667 | $4,103-35.0% | $3,737-28.6% | $4,751-43.9% |
| Participant deferral / active EE | $1,949 | $5,454-64.3% | $4,878-60.1% | $6,710-71.0% |
| Admin fee / account holder | $2,679 | $7,877-66.0% | $6,730-60.2% | $11,403-76.5% |