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 | $63,700 | $96,484-34.0% | $75,886-16.1% | $152,861-58.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.3%-44.3pp | 82.4%-57.4pp |
| Annual return | 24.56% | 33.98%-9.4pp | 30.76%-6.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,500 | $3,309-24.5% | $2,5000% | $4,762-47.5% |
| Participant deferral / active EE | $2,500 | $4,553-45.1% | $3,603-30.6% | $5,850-57.3% |
| Admin fee / account holder | $1,813 | $8,078-77.6% | $5,418-66.5% | $11,596-84.4% |