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 | $28,366 | $99,877-71.6% | $84,966-66.6% | $145,922-80.6% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 16.09% | 83.76%-67.7pp | 66.38%-50.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $967 | $3,231-70.1% | $2,727-64.5% | $4,660-79.2% |
| Participant deferral / active EE | $1,645 | $5,291-68.9% | $4,519-63.6% | $6,688-75.4% |
| Admin fee / account holder | $456 | $7,248-93.7% | $6,149-92.6% | $13,397-96.6% |