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 | $137,715 | $209,411-34.2% | $178,490-22.8% | $158,922-13.3% |
| Participation rate | 38.5% | 86.3%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 9.42% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,004 | $5,954-66.3% | $5,202-61.5% | $5,982-66.5% |
| Admin fee / account holder | $1,038 | $17,074-93.9% | $13,984-92.6% | $11,246-90.8% |