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 | $17,893 | $104,907-82.9% | $84,611-78.9% | $152,861-88.3% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 29.98% | 373.79%-343.8pp | 258.74%-228.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,473 | $3,302-25.1% | $2,652-6.7% | $4,762-48.1% |
| Participant deferral / active EE | $3,775 | $4,688-19.5% | $3,899-3.2% | $5,850-35.5% |
| Admin fee / account holder | $701 | $6,241-88.8% | $4,912-85.7% | $11,596-94.0% |