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 | $30,303 | $68,346-55.7% | $94,646-68.0% | $75,163-59.7% |
| Participation rate | 64.9% | 76.1%-11.2pp | 80.8%-15.9pp | 67.2%-2.3pp |
| Annual return | 19.18% | 616.93%-597.7pp | 156.71%-137.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,608 | $2,701-40.4% | $3,672-56.2% | $2,670-39.8% |
| Participant deferral / active EE | $3,298 | $6,537-49.5% | $7,418-55.5% | $4,125-20.0% |
| Admin fee / account holder | $1,502 | $5,326-71.8% | $7,231-79.2% | $5,651-73.4% |