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 | $67,930 | $74,888-9.3% | $71,209-4.6% | $142,382-52.3% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | 15.41% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $764 | $2,854-73.2% | $2,721-71.9% | $4,299-82.2% |
| Participant deferral / active EE | $2,666 | $4,454-40.2% | $4,175-36.2% | $6,507-59.0% |
| Admin fee / account holder | $607 | $5,568-89.1% | $5,349-88.7% | $12,624-95.2% |