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 | $32,055 | $111,724-71.3% | $93,606-65.8% | $145,922-78.0% |
| Participation rate | 47.1% | 74.2%-27.1pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 11.99% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $850 | $3,090-72.5% | $2,420-64.9% | $4,660-81.8% |
| Participant deferral / active EE | $1,820 | $4,912-62.9% | $4,411-58.7% | $6,688-72.8% |
| Admin fee / account holder | $1,340 | $10,250-86.9% | $8,285-83.8% | $13,397-90.0% |