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 | $56,721 | $165,335-65.7% | $149,696-62.1% | $158,922-64.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 35.33% | 348.15%-312.8pp | 276.60%-241.3pp | 302.83%-267.5pp |
| Employer contribution / active EE | $3,077 | $5,103-39.7% | $4,644-33.7% | $4,761-35.4% |
| Participant deferral / active EE | $6,090 | $7,181-15.2% | $6,842-11.0% | $5,982+1.8% |
| Admin fee / account holder | $822 | $10,807-92.4% | $9,309-91.2% | $11,246-92.7% |