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 | $47,354 | $227,553-79.2% | $189,557-75.0% | $167,490-71.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.40% | 78.40%-62.0pp | 64.17%-47.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,758 | $5,316-66.9% | $4,412-60.2% | $4,837-63.7% |
| Participant deferral / active EE | $3,828 | $7,002-45.3% | $6,174-38.0% | $6,341-39.6% |
| Admin fee / account holder | $3,723 | $11,878-68.7% | $9,807-62.0% | $12,309-69.8% |