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 | $44,897 | $114,381-60.7% | $107,525-58.2% | $142,382-68.5% |
| Participation rate | 29.2% | 78.1%-49.0pp | 75.1%-45.9pp | 80.1%-51.0pp |
| Annual return | 20.69% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,154 | $4,015-71.3% | $3,754-69.3% | $4,299-73.2% |
| Participant deferral / active EE | $2,608 | $5,564-53.1% | $5,116-49.0% | $6,507-59.9% |
| Admin fee / account holder | $2,696 | $9,860-72.7% | $8,919-69.8% | $12,624-78.6% |