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 | $69,278 | $136,179-49.1% | $98,755-29.8% | $167,490-58.6% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 13.74% | 67.53%-53.8pp | 49.91%-36.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $563 | $2,631-78.6% | $2,067-72.8% | $4,837-88.4% |
| Participant deferral / active EE | $563 | $3,716-84.9% | $3,035-81.5% | $6,341-91.1% |
| Admin fee / account holder | $904 | $5,031-82.0% | $4,076-77.8% | $12,309-92.7% |