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 | $120,019 | $214,378-44.0% | $200,582-40.2% | $142,382-15.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 17.50% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,113 | $6,841-69.1% | $6,419-67.1% | $4,299-50.8% |
| Participant deferral / active EE | $7,582 | $9,865-23.1% | $9,331-18.7% | $6,507+16.5% |
| Admin fee / account holder | $530 | $17,692-97.0% | $16,305-96.8% | $12,624-95.8% |