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 | $32,381 | $70,606-54.1% | $53,898-39.9% | $142,382-77.3% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 12.55% | 619.81%-607.3pp | 528.60%-516.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $484 | $1,202-59.7% | $932-48.0% | $4,299-88.7% |
| Participant deferral / active EE | $1,772 | $2,364-25.0% | $1,826-3.0% | $6,507-72.8% |
| Admin fee / account holder | $1,280 | $2,852-55.1% | $2,491-48.6% | $12,624-89.9% |