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 | $41,991 | $127,777-67.1% | $106,548-60.6% | $167,490-74.9% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 29.90% | 33.87%-4.0pp | 26.80%+3.1pp | 478.56%-448.7pp |
| Employer contribution / active EE | $5,061 | $3,427+47.7% | $2,819+79.5% | $4,837+4.6% |
| Participant deferral / active EE | $4,977 | $5,087-2.2% | $4,398+13.2% | $6,341-21.5% |
| Admin fee / account holder | $1,006 | $11,228-91.0% | $7,407-86.4% | $12,309-91.8% |