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 | $47,190 | $148,534-68.2% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.31% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,312 | $5,243-55.9% | $4,856-52.4% | $4,751-51.3% |
| Participant deferral / active EE | $6,356 | $8,100-21.5% | $7,758-18.1% | $6,710-5.3% |
| Admin fee / account holder | $1,849 | $12,400-85.1% | $10,762-82.8% | $11,403-83.8% |