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 | $54,160 | $185,822-70.9% | $169,993-68.1% | $139,434-61.2% |
| Participation rate | 61.1% | 87.8%-26.6pp | 87.0%-25.9pp | 80.3%-19.2pp |
| Annual return | 25.07% | 60.50%-35.4pp | 53.37%-28.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,674 | $7,590-78.0% | $6,785-75.3% | $4,751-64.8% |
| Participant deferral / active EE | $4,616 | $11,622-60.3% | $10,408-55.6% | $6,710-31.2% |
| Admin fee / account holder | $1,824 | $15,381-88.1% | $12,815-85.8% | $11,403-84.0% |