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 | $24,947 | $100,773-75.2% | $88,946-72.0% | $142,382-82.5% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 15.03% | 70.18%-55.2pp | 57.82%-42.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,140 | $2,918+7.6% | $2,555+22.9% | $4,299-27.0% |
| Participant deferral / active EE | $3,221 | $5,230-38.4% | $4,581-29.7% | $6,507-50.5% |
| Admin fee / account holder | $884 | $9,693-90.9% | $8,261-89.3% | $12,624-93.0% |