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 | $42,547 | $127,065-66.5% | $113,168-62.4% | $142,382-70.1% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 16.60% | 24.03%-7.4pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,362 | $3,442-60.4% | $2,975-54.2% | $4,299-68.3% |
| Participant deferral / active EE | $3,519 | $5,716-38.4% | $5,107-31.1% | $6,507-45.9% |
| Admin fee / account holder | $388 | $15,736-97.5% | $12,068-96.8% | $12,624-96.9% |