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 | $19,822 | $52,279-62.1% | $89,391-77.8% | $79,858-75.2% |
| Participation rate | 68.0% | 57.5%+10.5pp | 68.0%0pp | 69.6%-1.6pp |
| Annual return | 31.44% | 22.16%+9.3pp | 245.62%-214.2pp | 31.71%-0.3pp |
| Employer contribution / active EE | $2,532 | $1,572+61.1% | $2,586-2.1% | $2,471+2.5% |
| Participant deferral / active EE | $4,501 | $2,740+64.3% | $3,890+15.7% | $3,740+20.3% |
| Admin fee / account holder | $1,102 | $3,356-67.2% | $4,881-77.4% | $5,306-79.2% |