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 | $117,033 | $185,822-37.0% | $169,993-31.2% | $139,434-16.1% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 31.60% | 60.50%-28.9pp | 53.37%-21.8pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,596 | $7,590-79.0% | $6,785-76.5% | $4,751-66.4% |
| Participant deferral / active EE | $5,700 | $11,622-51.0% | $10,408-45.2% | $6,710-15.1% |
| Admin fee / account holder | $810 | $15,381-94.7% | $12,815-93.7% | $11,403-92.9% |