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 | $67,428 | $114,381-41.1% | $107,525-37.3% | $142,382-52.6% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 26.64% | 242.71%-216.1pp | 181.32%-154.7pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,880 | $4,015-53.2% | $3,754-49.9% | $4,299-56.3% |
| Participant deferral / active EE | $3,343 | $5,564-39.9% | $5,116-34.7% | $6,507-48.6% |
| Admin fee / account holder | $550 | $9,860-94.4% | $8,919-93.8% | $12,624-95.6% |