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 | $49,075 | $176,812-72.2% | $146,665-66.5% | $167,490-70.7% |
| Participation rate | 46.2% | 83.6%-37.5pp | 80.1%-33.9pp | 82.1%-36.0pp |
| Annual return | 22.38% | 24.03%-1.7pp | 22.74%-0.4pp | 478.56%-456.2pp |
| Employer contribution / active EE | $1,047 | $5,160-79.7% | $4,136-74.7% | $4,837-78.4% |
| Participant deferral / active EE | $2,930 | $6,440-54.5% | $5,506-46.8% | $6,341-53.8% |
| Admin fee / account holder | $5,445 | $13,259-58.9% | $10,280-47.0% | $12,309-55.8% |