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 | $17,478 | $111,724-84.4% | $93,606-81.3% | $145,922-88.0% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 22.15% | 202.98%-180.8pp | 133.20%-111.0pp | 561.29%-539.1pp |
| Employer contribution / active EE | $999 | $3,090-67.7% | $2,420-58.7% | $4,660-78.6% |
| Participant deferral / active EE | $1,605 | $4,912-67.3% | $4,411-63.6% | $6,688-76.0% |
| Admin fee / account holder | $334 | $10,250-96.7% | $8,285-96.0% | $13,397-97.5% |