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 | $54,359 | $99,877-45.6% | $84,966-36.0% | $145,922-62.7% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.3pp | 80.3%-17.1pp |
| Annual return | 17.01% | 83.76%-66.8pp | 66.38%-49.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,366 | $3,231-57.7% | $2,727-49.9% | $4,660-70.7% |
| Participant deferral / active EE | $3,487 | $5,291-34.1% | $4,519-22.8% | $6,688-47.9% |
| Admin fee / account holder | $501 | $7,248-93.1% | $6,149-91.8% | $13,397-96.3% |