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 | $16,322 | $114,381-85.7% | $107,525-84.8% | $142,382-88.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.1%-6.7pp | 80.1%-11.7pp |
| Annual return | 20.03% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,347 | $4,015-66.4% | $3,754-64.1% | $4,299-68.7% |
| Participant deferral / active EE | $1,838 | $5,564-67.0% | $5,116-64.1% | $6,507-71.8% |
| Admin fee / account holder | $846 | $9,860-91.4% | $8,919-90.5% | $12,624-93.3% |