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 | $19,069 | $107,334-82.2% | $92,893-79.5% | $152,861-87.5% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 62.91% | 145.58%-82.7pp | 109.41%-46.5pp | 345.32%-282.4pp |
| Employer contribution / active EE | $1,100 | $4,221-73.9% | $3,653-69.9% | $4,762-76.9% |
| Participant deferral / active EE | $1,990 | $4,845-58.9% | $4,236-53.0% | $5,850-66.0% |
| Admin fee / account holder | $1,538 | $7,079-78.3% | $5,794-73.4% | $11,596-86.7% |