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 | $68,195 | $112,096-39.2% | $95,952-28.9% | $158,922-57.1% |
| Participation rate | 35.7% | 79.0%-43.3pp | 77.1%-41.4pp | 82.0%-46.2pp |
| Annual return | 9.59% | 171.09%-161.5pp | 91.61%-82.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $719 | $3,198-77.5% | $2,541-71.7% | $4,761-84.9% |
| Participant deferral / active EE | $6,429 | $4,784+34.4% | $4,167+54.3% | $5,982+7.5% |
| Admin fee / account holder | $494 | $10,130-95.1% | $6,795-92.7% | $11,246-95.6% |