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 | $111,814-84.4% | $93,654-81.3% | $145,959-88.0% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 22.15% | 203.30%-181.1pp | 133.34%-111.2pp | 561.95%-539.8pp |
| Employer contribution / active EE | $999 | $3,092-67.7% | $2,421-58.7% | $4,661-78.6% |
| Participant deferral / active EE | $1,605 | $4,914-67.3% | $4,413-63.6% | $6,689-76.0% |
| Admin fee / account holder | $334 | $10,246-96.7% | $8,282-96.0% | $13,398-97.5% |