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 | $22,169 | $85,202-74.0% | $172,739-87.2% | $72,985-69.6% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 25.28% | 27.32%-2.0pp | 802.84%-777.6pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,587 | $3,324-52.3% | $5,143-69.1% | $2,440-35.0% |
| Participant deferral / active EE | $3,146 | $3,260-3.5% | $5,198-39.5% | $3,607-12.8% |
| Admin fee / account holder | $1,561 | $5,884-73.5% | $13,954-88.8% | $5,124-69.5% |