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 | $37,543 | $176,377-78.7% | $134,143-72.0% | $158,922-76.4% |
| Participation rate | 52.6% | 78.7%-26.1pp | 72.2%-19.5pp | 82.0%-29.3pp |
| Annual return | 107.24% | 63.63%+43.6pp | 36.33%+70.9pp | 302.83%-195.6pp |
| Employer contribution / active EE | $833 | $5,040-83.5% | $3,704-77.5% | $4,761-82.5% |
| Participant deferral / active EE | $1,046 | $4,091-74.4% | $3,499-70.1% | $5,982-82.5% |
| Admin fee / account holder | $1,421 | $8,718-83.7% | $6,684-78.7% | $11,246-87.4% |