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 | $18,958 | $115,770-83.6% | $101,248-81.3% | $158,922-88.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 24.38% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,238 | $4,175-70.3% | $3,660-66.2% | $4,761-74.0% |
| Participant deferral / active EE | $2,352 | $4,957-52.5% | $4,370-46.2% | $5,982-60.7% |
| Admin fee / account holder | $2,151 | $7,245-70.3% | $5,945-63.8% | $11,246-80.9% |