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 | $59,573 | $100,773-40.9% | $88,946-33.0% | $142,382-58.2% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 13.86% | 70.18%-56.3pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,744 | $2,918-40.2% | $2,555-31.7% | $4,299-59.4% |
| Participant deferral / active EE | $3,211 | $5,230-38.6% | $4,581-29.9% | $6,507-50.7% |
| Admin fee / account holder | $1,304 | $9,693-86.6% | $8,261-84.2% | $12,624-89.7% |