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 | $42,493 | $98,750-57.0% | $149,696-71.6% | $79,858-46.8% |
| Participation rate | 53.4% | 75.8%-22.3pp | 82.5%-29.0pp | 69.6%-16.2pp |
| Annual return | 16.47% | 27.43%-11.0pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,350 | $3,216-58.0% | $4,644-70.9% | $2,471-45.4% |
| Participant deferral / active EE | $2,547 | $5,680-55.2% | $6,842-62.8% | $3,740-31.9% |
| Admin fee / account holder | $1,175 | $6,053-80.6% | $9,309-87.4% | $5,306-77.9% |