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 | $58,318 | $111,754-47.8% | $103,333-43.6% | $145,922-60.0% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 21.76% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,524 | $4,212-40.1% | $3,868-34.7% | $4,660-45.8% |
| Participant deferral / active EE | $7,258 | $5,619+29.2% | $5,057+43.5% | $6,688+8.5% |
| Admin fee / account holder | $5,712 | $9,750-41.4% | $8,355-31.6% | $13,397-57.4% |