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 | $67,471 | $81,625-17.3% | $167,512-59.7% | $74,304-9.2% |
| Participation rate | 25.7% | 60.0%-34.4pp | 77.1%-51.4pp | 60.3%-34.7pp |
| Annual return | 20.40% | 26.09%-5.7pp | 1615.79%-1595.4pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,164 | $2,010-42.1% | $3,882-70.0% | $2,241-48.1% |
| Participant deferral / active EE | $2,368 | $4,115-42.5% | $6,405-63.0% | $3,767-37.2% |
| Admin fee / account holder | $5,285 | $3,474+52.1% | $9,769-45.9% | $2,969+78.0% |