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 6-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 | $47,470 | $112,096-57.7% | $95,952-50.5% | $158,922-70.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 12.27% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $650 | $3,198-79.7% | $2,541-74.4% | $4,761-86.3% |
| Participant deferral / active EE | $1,699 | $4,784-64.5% | $4,167-59.2% | $5,982-71.6% |
| Admin fee / account holder | $4,886 | $10,130-51.8% | $6,795-28.1% | $11,246-56.6% |