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 | $23,399 | $158,398-85.2% | $126,539-81.5% | $142,382-83.6% |
| Participation rate | 55.0% | 75.8%-20.8pp | 69.8%-14.8pp | 80.1%-25.1pp |
| Annual return | 17.20% | 593.76%-576.6pp | 425.95%-408.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $952 | $4,650-79.5% | $3,674-74.1% | $4,299-77.8% |
| Participant deferral / active EE | $5,213 | $4,767+9.4% | $4,083+27.7% | $6,507-19.9% |
| Admin fee / account holder | $2,909 | $6,918-58.0% | $6,065-52.0% | $12,624-77.0% |