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 | $29,957 | $117,841-74.6% | $102,423-70.8% | $145,922-79.5% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 23.41% | 31.65%-8.2pp | 29.32%-5.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,302 | $3,615-64.0% | $3,023-56.9% | $4,660-72.1% |
| Participant deferral / active EE | $3,949 | $5,731-31.1% | $5,053-21.8% | $6,688-41.0% |
| Admin fee / account holder | $3,535 | $13,326-73.5% | $9,451-62.6% | $13,397-73.6% |