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 | $34,881 | $111,724-68.8% | $93,606-62.7% | $145,922-76.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 15.73% | 202.98%-187.3pp | 133.20%-117.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,266 | $3,090-59.0% | $2,420-47.7% | $4,660-72.8% |
| Participant deferral / active EE | $4,429 | $4,912-9.8% | $4,411+0.4% | $6,688-33.8% |
| Admin fee / account holder | $751 | $10,250-92.7% | $8,285-90.9% | $13,397-94.4% |