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 | $23,645 | $115,770-79.6% | $101,248-76.6% | $158,922-85.1% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 33.92% | 56.14%-22.2pp | 46.47%-12.6pp | 302.83%-268.9pp |
| Employer contribution / active EE | $879 | $4,175-78.9% | $3,660-76.0% | $4,761-81.5% |
| Participant deferral / active EE | $5,383 | $4,957+8.6% | $4,370+23.2% | $5,982-10.0% |
| Admin fee / account holder | $2,041 | $7,245-71.8% | $5,945-65.7% | $11,246-81.9% |