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 | $45,257 | $96,635-53.2% | $86,612-47.7% | $139,434-67.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 21.46% | 106.41%-84.9pp | 591.07%-569.6pp | 372.94%-351.5pp |
| Employer contribution / active EE | $997 | $3,263-69.4% | $3,022-67.0% | $4,751-79.0% |
| Participant deferral / active EE | $4,892 | $4,836+1.2% | $4,438+10.2% | $6,710-27.1% |
| Admin fee / account holder | $685 | $6,408-89.3% | $5,614-87.8% | $11,403-94.0% |