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 | $42,490 | $63,346-32.9% | $92,233-53.9% | $70,131-39.4% |
| Participation rate | 62.1% | 68.7%-6.6pp | 76.5%-14.4pp | 69.5%-7.5pp |
| Annual return | 64.54% | 530.12%-465.6pp | 176.28%-111.7pp | 73.14%-8.6pp |
| Employer contribution / active EE | $1,423 | $2,471-42.4% | $3,679-61.3% | $2,342-39.3% |
| Participant deferral / active EE | $1,802 | $2,854-36.8% | $3,897-53.8% | $3,332-45.9% |
| Admin fee / account holder | $627 | $3,840-83.7% | $5,194-87.9% | $4,645-86.5% |