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 | $27,020 | $58,208-53.6% | $81,812-67.0% | $80,856-66.6% |
| Participation rate | 53.0% | 63.4%-10.4pp | 72.3%-19.3pp | 67.6%-14.6pp |
| Annual return | 21.21% | 41.66%-20.4pp | 773.79%-752.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $583 | $2,340-75.1% | $2,912-80.0% | $2,755-78.8% |
| Participant deferral / active EE | $1,838 | $3,281-44.0% | $4,319-57.4% | $4,296-57.2% |
| Admin fee / account holder | $2,493 | $4,981-50.0% | $7,386-66.2% | $6,918-64.0% |