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 | $53,508 | $175,202-69.5% | $149,673-64.2% | $139,434-61.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.38% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,710 | $5,474-68.8% | $4,818-64.5% | $4,751-64.0% |
| Participant deferral / active EE | $4,486 | $6,519-31.2% | $5,680-21.0% | $6,710-33.2% |
| Admin fee / account holder | $5,963 | $16,150-63.1% | $13,210-54.9% | $11,403-47.7% |