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 6-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 | $48,718 | $217,402-77.6% | $185,823-73.8% | $167,490-70.9% |
| Participation rate | 53.8% | 86.0%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 30.86% | 148.36%-117.5pp | 122.05%-91.2pp | 478.56%-447.7pp |
| Employer contribution / active EE | $2,309 | $5,873-60.7% | $5,167-55.3% | $4,837-52.3% |
| Participant deferral / active EE | $3,825 | $6,356-39.8% | $5,568-31.3% | $6,341-39.7% |
| Admin fee / account holder | $1,572 | $19,811-92.1% | $16,237-90.3% | $12,309-87.2% |