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 | $37,722 | $158,398-76.2% | $126,539-70.2% | $142,382-73.5% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 17.12% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,264 | $4,650-72.8% | $3,674-65.6% | $4,299-70.6% |
| Participant deferral / active EE | $3,098 | $4,767-35.0% | $4,083-24.1% | $6,507-52.4% |
| Admin fee / account holder | $560 | $6,918-91.9% | $6,065-90.8% | $12,624-95.6% |