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 | $16,372 | $202,432-91.9% | $169,368-90.3% | $139,434-88.3% |
| Participation rate | 65.2% | 81.1%-15.9pp | 77.1%-11.9pp | 80.3%-15.1pp |
| Annual return | 12.68% | 531.74%-519.1pp | 405.60%-392.9pp | 372.94%-360.3pp |
| Employer contribution / active EE | $804 | $4,692-82.9% | $4,013-80.0% | $4,751-83.1% |
| Participant deferral / active EE | $2,558 | $6,938-63.1% | $6,221-58.9% | $6,710-61.9% |
| Admin fee / account holder | $759 | $10,708-92.9% | $9,003-91.6% | $11,403-93.3% |