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 | $12,697 | $109,327-88.4% | $89,391-85.8% | $158,922-92.0% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 47.18% | 345.68%-298.5pp | 245.62%-198.4pp | 302.83%-255.6pp |
| Employer contribution / active EE | $1,456 | $3,170-54.1% | $2,586-43.7% | $4,761-69.4% |
| Participant deferral / active EE | $2,775 | $4,598-39.6% | $3,890-28.7% | $5,982-53.6% |
| Admin fee / account holder | $529 | $6,153-91.4% | $4,881-89.2% | $11,246-95.3% |