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 | $50,694 | $133,922-62.1% | $116,228-56.4% | $142,382-64.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 12.53% | 147.76%-135.2pp | 90.06%-77.5pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,425 | $3,446-58.6% | $2,994-52.4% | $4,299-66.9% |
| Participant deferral / active EE | $3,886 | $5,672-31.5% | $4,953-21.5% | $6,507-40.3% |
| Admin fee / account holder | $4,230 | $14,945-71.7% | $11,989-64.7% | $12,624-66.5% |