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 | $79,284 | $96,635-18.0% | $86,612-8.5% | $139,434-43.1% |
| Participation rate | 19.0% | 74.4%-55.4pp | 71.7%-52.6pp | 80.3%-61.3pp |
| Annual return | 11.60% | 106.41%-94.8pp | 591.07%-579.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $847 | $3,263-74.0% | $3,022-72.0% | $4,751-82.2% |
| Participant deferral / active EE | $2,804 | $4,836-42.0% | $4,438-36.8% | $6,710-58.2% |
| Admin fee / account holder | $9,737 | $6,408+52.0% | $5,614+73.4% | $11,403-14.6% |