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 | $52,803 | $210,648-74.9% | $177,989-70.3% | $145,922-63.8% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 20.42% | 385.86%-365.4pp | 294.48%-274.1pp | 561.29%-540.9pp |
| Employer contribution / active EE | $747 | $4,565-83.6% | $3,949-81.1% | $4,660-84.0% |
| Participant deferral / active EE | $1,780 | $6,958-74.4% | $6,276-71.6% | $6,688-73.4% |
| Admin fee / account holder | $43,074 | $12,013+258.6% | $10,363+315.6% | $13,397+221.5% |