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 | $28,511 | $158,398-82.0% | $126,539-77.5% | $142,382-80.0% |
| Participation rate | 61.5% | 75.8%-14.3pp | 69.8%-8.3pp | 80.1%-18.6pp |
| Annual return | 17.27% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,944 | $4,767-38.2% | $4,083-27.9% | $6,507-54.8% |
| Admin fee / account holder | $387 | $6,918-94.4% | $6,065-93.6% | $12,624-96.9% |