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 | $41,629 | $165,335-74.8% | $149,696-72.2% | $158,922-73.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 239.62% | 348.15%-108.5pp | 276.60%-37.0pp | 302.83%-63.2pp |
| Employer contribution / active EE | $2,412 | $5,103-52.7% | $4,644-48.1% | $4,761-49.3% |
| Participant deferral / active EE | $5,723 | $7,181-20.3% | $6,842-16.3% | $5,982-4.3% |
| Admin fee / account holder | $5,508 | $10,807-49.0% | $9,309-40.8% | $11,246-51.0% |