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 | $40,069 | $106,515-62.4% | $96,683-58.6% | $139,434-71.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.89% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,714 | $4,103-58.2% | $3,737-54.1% | $4,751-63.9% |
| Participant deferral / active EE | $4,519 | $5,454-17.1% | $4,878-7.4% | $6,710-32.7% |
| Admin fee / account holder | $568 | $7,877-92.8% | $6,730-91.6% | $11,403-95.0% |