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 | $45,085 | $150,197-70.0% | $120,368-62.5% | $145,959-69.1% |
| Participation rate | 69.2% | 78.8%-9.5pp | 71.9%-2.7pp | 80.3%-11.1pp |
| Annual return | 11.96% | 154.26%-142.3pp | 107.26%-95.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,733 | $4,350-60.2% | $3,465-50.0% | $4,661-62.8% |
| Participant deferral / active EE | $4,484 | $6,174-27.4% | $4,991-10.2% | $6,689-33.0% |
| Admin fee / account holder | $632 | $12,216-94.8% | $9,429-93.3% | $13,398-95.3% |