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 | $58,383 | $105,931-44.9% | $81,930-28.7% | $158,922-63.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 23.32% | 38.17%-14.9pp | 29.49%-6.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,641 | $7,800-79.0% | $4,310-61.9% | $4,761-65.5% |
| Participant deferral / active EE | $11,375 | $13,003-12.5% | $7,107+60.1% | $5,982+90.1% |
| Admin fee / account holder | $828 | $8,489-90.2% | $5,158-83.9% | $11,246-92.6% |