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 | $44,563 | $109,817-59.4% | $98,442-54.7% | $167,490-73.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 19.05% | 1956.69%-1937.6pp | 1492.73%-1473.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $877 | $3,224-72.8% | $2,960-70.4% | $4,837-81.9% |
| Participant deferral / active EE | $5,885 | $4,673+25.9% | $4,276+37.6% | $6,341-7.2% |
| Admin fee / account holder | $3,799 | $6,753-43.7% | $5,949-36.1% | $12,309-69.1% |