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 | $34,279 | $115,770-70.4% | $101,248-66.1% | $158,922-78.4% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 20.94% | 56.14%-35.2pp | 46.47%-25.5pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,734 | $4,175-58.5% | $3,660-52.6% | $4,761-63.6% |
| Participant deferral / active EE | $3,441 | $4,957-30.6% | $4,370-21.3% | $5,982-42.5% |
| Admin fee / account holder | $401 | $7,245-94.5% | $5,945-93.3% | $11,246-96.4% |