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 5-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 | $32,672 | $175,202-81.4% | $149,673-78.2% | $139,434-76.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.87% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,712 | $5,474-68.7% | $4,818-64.5% | $4,751-64.0% |
| Participant deferral / active EE | $5,788 | $6,519-11.2% | $5,680+1.9% | $6,710-13.7% |
| Admin fee / account holder | $2,009 | $16,150-87.6% | $13,210-84.8% | $11,403-82.4% |