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 | $74,665 | $154,117-51.6% | $129,995-42.6% | $139,434-46.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 21.59% | 32.48%-10.9pp | -137.18%+158.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,374 | $5,289-55.1% | $4,320-45.0% | $4,751-50.0% |
| Participant deferral / active EE | $7,288 | $6,710+8.6% | $5,820+25.2% | $6,710+8.6% |
| Admin fee / account holder | $672 | $14,007-95.2% | $10,614-93.7% | $11,403-94.1% |