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 | $64,864 | $106,584-39.1% | $101,326-36.0% | $142,382-54.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 13.24% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $438 | $3,956-88.9% | $3,665-88.1% | $4,299-89.8% |
| Participant deferral / active EE | $8,750 | $8,297+5.5% | $7,994+9.5% | $6,507+34.5% |
| Admin fee / account holder | $20,534 | $11,446+79.4% | $11,185+83.6% | $12,624+62.7% |