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 | $34,485 | $202,432-83.0% | $169,368-79.6% | $139,434-75.3% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.35% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,972 | $4,692-58.0% | $4,013-50.8% | $4,751-58.5% |
| Participant deferral / active EE | $3,967 | $6,938-42.8% | $6,221-36.2% | $6,710-40.9% |
| Admin fee / account holder | $736 | $10,708-93.1% | $9,003-91.8% | $11,403-93.5% |