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 6-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 | $27,919 | $202,432-86.2% | $169,368-83.5% | $139,434-80.0% |
| Participation rate | 58.3% | 81.1%-22.7pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 25.95% | 531.74%-505.8pp | 405.60%-379.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,334 | $4,692-71.6% | $4,013-66.8% | $4,751-71.9% |
| Participant deferral / active EE | $3,175 | $6,938-54.2% | $6,221-49.0% | $6,710-52.7% |
| Admin fee / account holder | $2,678 | $10,708-75.0% | $9,003-70.3% | $11,403-76.5% |