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 | $57,636 | $149,734-61.5% | $118,925-51.5% | $158,922-63.7% |
| Participation rate | 25.0% | 82.1%-57.1pp | 75.4%-50.4pp | 82.0%-57.0pp |
| Annual return | 34.57% | 19.95%+14.6pp | 35.88%-1.3pp | 302.83%-268.3pp |
| Employer contribution / active EE | $1,251 | $4,115-69.6% | $3,263-61.6% | $4,761-73.7% |
| Participant deferral / active EE | $4,847 | $5,223-7.2% | $4,265+13.6% | $5,982-19.0% |
| Admin fee / account holder | $689 | $8,603-92.0% | $6,581-89.5% | $11,246-93.9% |