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 | $60,310 | $96,305-37.4% | $80,569-25.1% | $139,434-56.7% |
| Participation rate | 41.2% | 73.6%-32.5pp | 67.0%-25.8pp | 80.3%-39.1pp |
| Annual return | 19.04% | 1350.08%-1331.0pp | 935.43%-916.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,747 | $3,262-46.4% | $2,723-35.8% | $4,751-63.2% |
| Participant deferral / active EE | $5,110 | $5,232-2.3% | $4,447+14.9% | $6,710-23.9% |
| Admin fee / account holder | $2,450 | $6,599-62.9% | $5,377-54.4% | $11,403-78.5% |