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 | $52,692 | $99,921-47.3% | $85,009-38.0% | $145,959-63.9% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-27.0pp |
| Annual return | 9.54% | 83.89%-74.3pp | 66.47%-56.9pp | 561.95%-552.4pp |
| Employer contribution / active EE | $698 | $3,233-78.4% | $2,728-74.4% | $4,661-85.0% |
| Participant deferral / active EE | $2,647 | $5,293-50.0% | $4,522-41.5% | $6,689-60.4% |
| Admin fee / account holder | $916 | $7,252-87.4% | $6,153-85.1% | $13,398-93.2% |