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 | $125,354 | $175,202-28.5% | $149,673-16.2% | $139,434-10.1% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 16.52% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,786 | $5,474-67.4% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $4,488 | $6,519-31.1% | $5,680-21.0% | $6,710-33.1% |
| Admin fee / account holder | $3,918 | $16,150-75.7% | $13,210-70.3% | $11,403-65.6% |