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 | $36,243 | $227,553-84.1% | $189,557-80.9% | $167,490-78.4% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.4%-35.6pp | 82.1%-39.2pp |
| Annual return | 16.52% | 78.40%-61.9pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,942 | $5,316-63.5% | $4,412-56.0% | $4,837-59.8% |
| Participant deferral / active EE | $4,407 | $7,002-37.1% | $6,174-28.6% | $6,341-30.5% |
| Admin fee / account holder | $1,595 | $11,878-86.6% | $9,807-83.7% | $12,309-87.0% |