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 | $51,988 | $228,332-77.2% | $185,823-72.0% | $158,922-67.3% |
| Participation rate | 16.7% | 82.3%-65.6pp | 78.0%-61.4pp | 82.0%-65.3pp |
| Annual return | 21.40% | 40.80%-19.4pp | 35.95%-14.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $894 | $4,967-82.0% | $4,087-78.1% | $4,761-81.2% |
| Participant deferral / active EE | $2,324 | $6,415-63.8% | $5,632-58.7% | $5,982-61.2% |
| Admin fee / account holder | $451 | $11,864-96.2% | $9,500-95.3% | $11,246-96.0% |