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 | $48,528 | $114,381-57.6% | $107,525-54.9% | $142,382-65.9% |
| Participation rate | 69.6% | 78.1%-8.6pp | 75.1%-5.5pp | 80.1%-10.6pp |
| Annual return | 20.33% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,881 | $4,015-53.1% | $3,754-49.9% | $4,299-56.2% |
| Participant deferral / active EE | $3,817 | $5,564-31.4% | $5,116-25.4% | $6,507-41.3% |
| Admin fee / account holder | $673 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |