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 | $27,625 | $112,096-75.4% | $95,952-71.2% | $158,922-82.6% |
| Participation rate | 56.3% | 79.0%-22.7pp | 77.1%-20.8pp | 82.0%-25.7pp |
| Annual return | 19.93% | 171.09%-151.2pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,607 | $4,784-66.4% | $4,167-61.4% | $5,982-73.1% |
| Admin fee / account holder | $2,902 | $10,130-71.3% | $6,795-57.3% | $11,246-74.2% |