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 9-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 | $76,078 | $109,327-30.4% | $89,391-14.9% | $158,922-52.1% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.0%-25.9pp | 82.0%-39.9pp |
| Annual return | 6.34% | 345.68%-339.3pp | 245.62%-239.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $809 | $3,170-74.5% | $2,586-68.7% | $4,761-83.0% |
| Participant deferral / active EE | $2,003 | $4,598-56.4% | $3,890-48.5% | $5,982-66.5% |
| Admin fee / account holder | $642 | $6,153-89.6% | $4,881-86.8% | $11,246-94.3% |