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 | $56,229 | $144,119-61.0% | $117,854-52.3% | $147,584-61.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 21.29% | 531.15%-509.9pp | 335.08%-313.8pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,472 | $4,896-49.5% | $3,786-34.7% | $4,876-49.3% |
| Participant deferral / active EE | $3,296 | $5,316-38.0% | $4,482-26.5% | $5,439-39.4% |
| Admin fee / account holder | $7,568 | $10,886-30.5% | $8,020-5.6% | $10,885-30.5% |