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 | $42,076 | $115,770-63.7% | $101,248-58.4% | $158,922-73.5% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 30.46% | 56.14%-25.7pp | 46.47%-16.0pp | 302.83%-272.4pp |
| Employer contribution / active EE | $1,197 | $4,175-71.3% | $3,660-67.3% | $4,761-74.9% |
| Participant deferral / active EE | $1,568 | $4,957-68.4% | $4,370-64.1% | $5,982-73.8% |
| Admin fee / account holder | $1,264 | $7,245-82.6% | $5,945-78.7% | $11,246-88.8% |