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 | $29,756 | $106,515-72.1% | $96,683-69.2% | $139,434-78.7% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 20.34% | 38.43%-18.1pp | 35.69%-15.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,264 | $4,103-69.2% | $3,737-66.2% | $4,751-73.4% |
| Participant deferral / active EE | $1,961 | $5,454-64.1% | $4,878-59.8% | $6,710-70.8% |
| Admin fee / account holder | $1,570 | $7,877-80.1% | $6,730-76.7% | $11,403-86.2% |