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 | $30,326 | $227,553-86.7% | $189,557-84.0% | $167,490-81.9% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.4%-24.6pp | 82.1%-28.3pp |
| Annual return | 14.84% | 78.40%-63.6pp | 64.17%-49.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,505 | $5,316-71.7% | $4,412-65.9% | $4,837-68.9% |
| Participant deferral / active EE | $2,515 | $7,002-64.1% | $6,174-59.3% | $6,341-60.3% |
| Admin fee / account holder | $421 | $11,878-96.5% | $9,807-95.7% | $12,309-96.6% |