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 | $28,226 | $124,281-77.3% | $109,143-74.1% | $167,490-83.1% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.9%-40.9pp | 82.1%-47.1pp |
| Annual return | 18.91% | 26.04%-7.1pp | 25.75%-6.8pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,461 | $4,207-41.5% | $3,722-33.9% | $4,837-49.1% |
| Participant deferral / active EE | $4,683 | $5,255-10.9% | $4,653+0.6% | $6,341-26.2% |
| Admin fee / account holder | $883 | $7,970-88.9% | $6,752-86.9% | $12,309-92.8% |