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 | $18,811 | $58,208-67.7% | $81,812-77.0% | $80,856-76.7% |
| Participation rate | 52.5% | 63.4%-10.9pp | 72.3%-19.8pp | 67.6%-15.1pp |
| Annual return | 21.69% | 41.66%-20.0pp | 773.79%-752.1pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,897 | $2,340-18.9% | $2,912-34.9% | $2,755-31.1% |
| Participant deferral / active EE | $1,077 | $3,281-67.2% | $4,319-75.1% | $4,296-74.9% |
| Admin fee / account holder | $652 | $4,981-86.9% | $7,386-91.2% | $6,918-90.6% |