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 | $46,294 | $115,770-60.0% | $101,248-54.3% | $158,922-70.9% |
| Participation rate | 29.4% | 79.4%-50.0pp | 75.8%-46.4pp | 82.0%-52.5pp |
| Annual return | 17.00% | 56.14%-39.1pp | 46.47%-29.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $905 | $4,175-78.3% | $3,660-75.3% | $4,761-81.0% |
| Participant deferral / active EE | $2,115 | $4,957-57.3% | $4,370-51.6% | $5,982-64.6% |
| Admin fee / account holder | $826 | $7,245-88.6% | $5,945-86.1% | $11,246-92.7% |