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 | $19,445 | $190,805-89.8% | $159,960-87.8% | $134,475-85.5% |
| Participation rate | 54.2% | 81.9%-27.8pp | 78.0%-23.8pp | 81.2%-27.1pp |
| Annual return | 2.68% | 552.23%-549.6pp | 408.60%-405.9pp | 417.96%-415.3pp |
| Employer contribution / active EE | $1,483 | $4,995-70.3% | $4,226-64.9% | $4,740-68.7% |
| Participant deferral / active EE | $2,789 | $6,923-59.7% | $6,182-54.9% | $6,400-56.4% |
| Admin fee / account holder | $2,073 | $10,471-80.2% | $8,698-76.2% | $11,426-81.9% |