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 | $61,817 | $94,752-34.8% | $112,887-45.2% | $139,434-55.7% |
| Participation rate | 42.9% | 81.3%-38.4pp | 80.5%-37.6pp | 80.3%-37.5pp |
| Annual return | 18.57% | 40.88%-22.3pp | 34.10%-15.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,301 | $4,625-28.6% | $4,563-27.7% | $4,751-30.5% |
| Participant deferral / active EE | $5,377 | $6,512-17.4% | $6,513-17.4% | $6,710-19.9% |
| Admin fee / account holder | $33,485 | $8,527+292.7% | $7,047+375.2% | $11,403+193.7% |