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 | $45,627 | $107,334-57.5% | $92,893-50.9% | $152,861-70.2% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 18.49% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,733 | $4,221-58.9% | $3,653-52.6% | $4,762-63.6% |
| Participant deferral / active EE | $7,600 | $4,845+56.9% | $4,236+79.4% | $5,850+29.9% |
| Admin fee / account holder | $362 | $7,079-94.9% | $5,794-93.7% | $11,596-96.9% |