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 | $41,135 | $159,901-74.3% | $146,958-72.0% | $145,922-71.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.29% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,450 | $5,286-53.6% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $3,925 | $8,428-53.4% | $8,070-51.4% | $6,688-41.3% |
| Admin fee / account holder | $27,469 | $15,044+82.6% | $12,998+111.3% | $13,397+105.0% |