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 | $17,545 | $56,114-68.7% | $96,139-81.8% | $85,850-79.6% |
| Participation rate | 20.0% | 56.7%-36.7pp | 68.4%-48.4pp | 69.3%-49.3pp |
| Annual return | 40.38% | 42.30%-1.9pp | 191.94%-151.6pp | 318.53%-278.2pp |
| Employer contribution / active EE | $949 | $1,620-41.4% | $2,797-66.1% | $2,565-63.0% |
| Participant deferral / active EE | $1,291 | $2,859-54.8% | $4,349-70.3% | $3,952-67.3% |
| Admin fee / account holder | $1,940 | $3,768-48.5% | $5,537-65.0% | $6,260-69.0% |