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 | $22,728 | $176,056-87.1% | $159,436-85.7% | $167,490-86.4% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 14.10% | 331.75%-317.6pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,497 | $5,297-71.7% | $4,829-69.0% | $4,837-69.1% |
| Participant deferral / active EE | $3,516 | $7,750-54.6% | $7,352-52.2% | $6,341-44.6% |
| Admin fee / account holder | $949 | $12,554-92.4% | $10,799-91.2% | $12,309-92.3% |