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 | $28,291 | $99,918-71.7% | $81,382-65.2% | $145,922-80.6% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.5%-34.5pp | 80.3%-45.3pp |
| Annual return | 12.91% | 34.32%-21.4pp | 24.73%-11.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $528 | $2,978-82.3% | $2,463-78.6% | $4,660-88.7% |
| Participant deferral / active EE | $1,596 | $4,605-65.3% | $3,883-58.9% | $6,688-76.1% |
| Admin fee / account holder | $2,454 | $8,212-70.1% | $5,768-57.5% | $13,397-81.7% |