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 | $38,728 | $112,096-65.5% | $95,952-59.6% | $158,922-75.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 22.45% | 171.09%-148.6pp | 91.61%-69.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,718 | $3,198-46.3% | $2,541-32.4% | $4,761-63.9% |
| Participant deferral / active EE | $3,809 | $4,784-20.4% | $4,167-8.6% | $5,982-36.3% |
| Admin fee / account holder | $403 | $10,130-96.0% | $6,795-94.1% | $11,246-96.4% |