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 | $39,547 | $74,888-47.2% | $71,209-44.5% | $142,382-72.2% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | 22.17% | 345.14%-323.0pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,629 | $2,854-42.9% | $2,721-40.1% | $4,299-62.1% |
| Participant deferral / active EE | $4,681 | $4,454+5.1% | $4,175+12.1% | $6,507-28.1% |
| Admin fee / account holder | $3,644 | $5,568-34.6% | $5,349-31.9% | $12,624-71.1% |