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 | $22,111 | $110,261-79.9% | $95,745-76.9% | $139,434-84.1% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 22.92% | 27.11%-4.2pp | 28.35%-5.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,128 | $3,257-65.4% | $2,835-60.2% | $4,751-76.3% |
| Participant deferral / active EE | $3,719 | $4,676-20.5% | $4,245-12.4% | $6,710-44.6% |
| Admin fee / account holder | $441 | $6,613-93.3% | $5,678-92.2% | $11,403-96.1% |