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 | $52,370 | $102,604-49.0% | $86,188-39.2% | $139,434-62.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 41.38% | 1922.51%-1881.1pp | 1168.45%-1127.1pp | 372.94%-331.6pp |
| Employer contribution / active EE | $586 | $3,032-80.7% | $2,380-75.4% | $4,751-87.7% |
| Participant deferral / active EE | $4,251 | $4,676-9.1% | $3,985+6.7% | $6,710-36.6% |
| Admin fee / account holder | $963 | $8,657-88.9% | $6,852-85.9% | $11,403-91.6% |