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 | $41,903 | $126,574-66.9% | $106,213-60.5% | $145,922-71.3% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-21.9pp |
| Annual return | 8.80% | 224.79%-216.0pp | 116.14%-107.3pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,172 | $3,730-68.6% | $3,171-63.0% | $4,660-74.8% |
| Participant deferral / active EE | $3,268 | $5,724-42.9% | $5,016-34.9% | $6,688-51.1% |
| Admin fee / account holder | $3,242 | $17,304-81.3% | $11,033-70.6% | $13,397-75.8% |