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 | $15,482 | $110,261-86.0% | $95,745-83.8% | $139,434-88.9% |
| Participation rate | 56.3% | 75.8%-19.5pp | 72.3%-16.0pp | 80.3%-24.1pp |
| Annual return | 22.27% | 27.11%-4.8pp | 28.35%-6.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,519 | $3,257-53.4% | $2,835-46.4% | $4,751-68.0% |
| Participant deferral / active EE | $3,588 | $4,676-23.3% | $4,245-15.5% | $6,710-46.5% |
| Admin fee / account holder | $2,695 | $6,613-59.2% | $5,678-52.5% | $11,403-76.4% |