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 | $55,442 | $165,335-66.5% | $149,696-63.0% | $158,922-65.1% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 24.00% | 348.15%-324.1pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,806 | $5,103-45.0% | $4,644-39.6% | $4,761-41.1% |
| Participant deferral / active EE | $5,546 | $7,181-22.8% | $6,842-18.9% | $5,982-7.3% |
| Admin fee / account holder | $640 | $10,807-94.1% | $9,309-93.1% | $11,246-94.3% |