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 5-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 | $44,658 | $175,202-74.5% | $149,673-70.2% | $139,434-68.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.46% | 166.71%-137.3pp | 134.42%-105.0pp | 372.94%-343.5pp |
| Employer contribution / active EE | $1,772 | $5,474-67.6% | $4,818-63.2% | $4,751-62.7% |
| Participant deferral / active EE | $6,213 | $6,519-4.7% | $5,680+9.4% | $6,710-7.4% |
| Admin fee / account holder | $1,354 | $16,150-91.6% | $13,210-89.8% | $11,403-88.1% |