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 | $94,710 | $117,983-19.7% | $101,794-7.0% | $142,382-33.5% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.2%-10.4pp | 80.1%-21.3pp |
| Annual return | 13.91% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $886 | $2,773-68.1% | $2,289-61.3% | $4,299-79.4% |
| Participant deferral / active EE | $2,563 | $4,714-45.6% | $4,084-37.2% | $6,507-60.6% |
| Admin fee / account holder | $20,163 | $10,433+93.3% | $8,777+129.7% | $12,624+59.7% |