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 | $20,186 | $127,264-84.1% | $109,895-81.6% | $167,490-87.9% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.2%-19.7pp | 82.1%-27.6pp |
| Annual return | 18.48% | 22.97%-4.5pp | 29.45%-11.0pp | 478.56%-460.1pp |
| Employer contribution / active EE | $971 | $3,322-70.8% | $2,842-65.8% | $4,837-79.9% |
| Participant deferral / active EE | $2,846 | $4,514-36.9% | $4,048-29.7% | $6,341-55.1% |
| Admin fee / account holder | $1,404 | $7,114-80.3% | $6,066-76.8% | $12,309-88.6% |