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 | $49,564 | $104,664-52.6% | $85,682-42.2% | $167,490-70.4% |
| Participation rate | 31.6% | 76.4%-44.8pp | 69.9%-38.3pp | 82.1%-50.5pp |
| Annual return | 13.57% | 21.45%-7.9pp | 21.49%-7.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,193 | $3,337-64.2% | $2,618-54.4% | $4,837-75.3% |
| Participant deferral / active EE | $2,765 | $4,824-42.7% | $3,923-29.5% | $6,341-56.4% |
| Admin fee / account holder | $424 | $10,032-95.8% | $6,873-93.8% | $12,309-96.6% |