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 8-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 | $52,424 | $157,256-66.7% | $141,162-62.9% | $152,861-65.7% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.4%-17.2pp |
| Annual return | 22.96% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,990 | $5,261-62.2% | $4,735-58.0% | $4,762-58.2% |
| Participant deferral / active EE | $2,492 | $7,109-65.0% | $6,709-62.9% | $5,850-57.4% |
| Admin fee / account holder | $4,458 | $12,120-63.2% | $10,261-56.6% | $11,596-61.6% |