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 9-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 | $50,698 | $149,734-66.1% | $118,925-57.4% | $158,922-68.1% |
| Participation rate | 58.8% | 82.1%-23.3pp | 75.4%-16.6pp | 82.0%-23.1pp |
| Annual return | 17.44% | 19.95%-2.5pp | 35.88%-18.4pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,241 | $4,115-69.9% | $3,263-62.0% | $4,761-73.9% |
| Participant deferral / active EE | $3,843 | $5,223-26.4% | $4,265-9.9% | $5,982-35.8% |
| Admin fee / account holder | $518 | $8,603-94.0% | $6,581-92.1% | $11,246-95.4% |