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 | $27,377 | $115,770-76.4% | $101,248-73.0% | $158,922-82.8% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 19.50% | 56.14%-36.6pp | 46.47%-27.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,978 | $4,175-52.6% | $3,660-45.9% | $4,761-58.4% |
| Participant deferral / active EE | $4,696 | $4,957-5.3% | $4,370+7.5% | $5,982-21.5% |
| Admin fee / account holder | $307 | $7,245-95.8% | $5,945-94.8% | $11,246-97.3% |