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 | $36,824 | $124,281-70.4% | $109,143-66.3% | $167,490-78.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 17.94% | 26.04%-8.1pp | 25.75%-7.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,336 | $4,207-68.3% | $3,722-64.1% | $4,837-72.4% |
| Participant deferral / active EE | $8,950 | $5,255+70.3% | $4,653+92.3% | $6,341+41.1% |
| Admin fee / account holder | $334 | $7,970-95.8% | $6,752-95.1% | $12,309-97.3% |