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 8-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 | $22,491 | $165,335-86.4% | $149,696-85.0% | $158,922-85.8% |
| Participation rate | 47.8% | 84.6%-36.7pp | 82.5%-34.6pp | 82.0%-34.1pp |
| Annual return | 39.12% | 348.15%-309.0pp | 276.60%-237.5pp | 302.83%-263.7pp |
| Employer contribution / active EE | $1,247 | $5,103-75.6% | $4,644-73.1% | $4,761-73.8% |
| Participant deferral / active EE | $3,157 | $7,181-56.0% | $6,842-53.9% | $5,982-47.2% |
| Admin fee / account holder | $1,535 | $10,807-85.8% | $9,309-83.5% | $11,246-86.4% |