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 6-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 | $24,177 | $88,710-72.7% | $81,783-70.4% | $145,959-83.4% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.4%-19.4pp | 80.3%-27.3pp |
| Annual return | 13.03% | 1027.26%-1014.2pp | 775.05%-762.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,672 | $3,083-45.8% | $2,913-42.6% | $4,661-64.1% |
| Participant deferral / active EE | $2,822 | $4,645-39.3% | $4,320-34.7% | $6,689-57.8% |
| Admin fee / account holder | $1,017 | $8,407-87.9% | $7,380-86.2% | $13,398-92.4% |