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 6-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 | $78,623 | $152,509-48.4% | $117,472-33.1% | $134,475-41.5% |
| Participation rate | 46.2% | 77.1%-30.9pp | 70.6%-24.4pp | 81.2%-35.1pp |
| Annual return | 63.41% | 52.99%+10.4pp | 29.74%+33.7pp | 417.96%-354.6pp |
| Employer contribution / active EE | $444 | $5,571-92.0% | $4,176-89.4% | $4,740-90.6% |
| Participant deferral / active EE | $572 | $4,818-88.1% | $4,070-85.9% | $6,400-91.1% |
| Admin fee / account holder | $733 | $7,004-89.5% | $5,645-87.0% | $11,426-93.6% |