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 | $18,501 | $156,846-88.2% | $121,098-84.7% | $139,434-86.7% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 14.66% | 1474.56%-1459.9pp | 985.75%-971.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,594 | $5,536-71.2% | $4,164-61.7% | $4,751-66.5% |
| Participant deferral / active EE | $2,734 | $4,844-43.6% | $4,080-33.0% | $6,710-59.3% |
| Admin fee / account holder | $9,951 | $6,946+43.3% | $5,644+76.3% | $11,403-12.7% |