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 | $56,661 | $109,327-48.2% | $89,391-36.6% | $158,922-64.3% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 23.90% | 345.68%-321.8pp | 245.62%-221.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $1,343 | $3,170-57.6% | $2,586-48.1% | $4,761-71.8% |
| Participant deferral / active EE | $4,383 | $4,598-4.7% | $3,890+12.7% | $5,982-26.7% |
| Admin fee / account holder | $579 | $6,153-90.6% | $4,881-88.1% | $11,246-94.8% |