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 | $21,075 | $176,056-88.0% | $159,436-86.8% | $167,490-87.4% |
| Participation rate | 61.9% | 84.9%-23.0pp | 82.8%-20.9pp | 82.1%-20.2pp |
| Annual return | 16.39% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,039 | $5,297-80.4% | $4,829-78.5% | $4,837-78.5% |
| Participant deferral / active EE | $3,111 | $7,750-59.9% | $7,352-57.7% | $6,341-50.9% |
| Admin fee / account holder | $929 | $12,554-92.6% | $10,799-91.4% | $12,309-92.4% |