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 | $44,456 | $148,534-70.1% | $135,903-67.3% | $139,434-68.1% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 13.89% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,765 | $5,243-66.3% | $4,856-63.7% | $4,751-62.9% |
| Participant deferral / active EE | $4,808 | $8,100-40.6% | $7,758-38.0% | $6,710-28.3% |
| Admin fee / account holder | $7,636 | $12,400-38.4% | $10,762-29.0% | $11,403-33.0% |