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 | $50,595 | $111,724-54.7% | $93,606-45.9% | $145,922-65.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.85% | 202.98%-194.1pp | 133.20%-124.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $840 | $3,090-72.8% | $2,420-65.3% | $4,660-82.0% |
| Participant deferral / active EE | $11,500 | $4,912+134.1% | $4,411+160.7% | $6,688+72.0% |
| Admin fee / account holder | $388 | $10,250-96.2% | $8,285-95.3% | $13,397-97.1% |