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 | $40,243 | $74,888-46.3% | $71,209-43.5% | $142,382-71.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 25.11% | 345.14%-320.0pp | 282.51%-257.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,515 | $2,854-46.9% | $2,721-44.3% | $4,299-64.8% |
| Participant deferral / active EE | $8,510 | $4,454+91.0% | $4,175+103.8% | $6,507+30.8% |
| Admin fee / account holder | $9,018 | $5,568+61.9% | $5,349+68.6% | $12,624-28.6% |