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 | $83,820 | $157,256-46.7% | $141,162-40.6% | $152,861-45.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.4%-23.4pp |
| Annual return | 21.37% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,805 | $5,261-65.7% | $4,735-61.9% | $4,762-62.1% |
| Participant deferral / active EE | $3,401 | $7,109-52.2% | $6,709-49.3% | $5,850-41.9% |
| Admin fee / account holder | $21,208 | $12,120+75.0% | $10,261+106.7% | $11,596+82.9% |