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 | $20,695 | $62,573-66.9% | $85,682-75.8% | $85,850-75.9% |
| Participation rate | 38.6% | 61.1%-22.6pp | 69.9%-31.3pp | 69.3%-30.7pp |
| Annual return | 15.39% | 23.77%-8.4pp | 21.49%-6.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,231 | $1,757-30.0% | $2,618-53.0% | $2,565-52.0% |
| Participant deferral / active EE | $1,928 | $2,802-31.2% | $3,923-50.8% | $3,952-51.2% |
| Admin fee / account holder | $1,410 | $4,640-69.6% | $6,873-79.5% | $6,260-77.5% |