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 | $40,526 | $203,436-80.1% | $152,466-73.4% | $167,490-75.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 11.69% | 13.80%-2.1pp | 757.33%-745.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,195 | $5,220-58.0% | $4,327-49.3% | $4,837-54.6% |
| Participant deferral / active EE | $4,749 | $6,716-29.3% | $5,820-18.4% | $6,341-25.1% |
| Admin fee / account holder | $673 | $22,506-97.0% | $15,805-95.7% | $12,309-94.5% |