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 | $41,914 | $183,519-77.2% | $155,509-73.0% | $145,922-71.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.63% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,631 | $5,313-69.3% | $4,672-65.1% | $4,660-65.0% |
| Participant deferral / active EE | $2,550 | $6,462-60.5% | $5,626-54.7% | $6,688-61.9% |
| Admin fee / account holder | $3,281 | $19,313-83.0% | $15,912-79.4% | $13,397-75.5% |