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 | $67,074 | $89,753-25.3% | $107,525-37.6% | $84,808-20.9% |
| Participation rate | 24.1% | 68.1%-43.9pp | 75.1%-50.9pp | 68.3%-44.2pp |
| Annual return | 21.17% | 29.48%-8.3pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,195 | $3,113-61.6% | $3,754-68.2% | $2,631-54.6% |
| Participant deferral / active EE | $2,850 | $4,056-29.7% | $5,116-44.3% | $4,212-32.3% |
| Admin fee / account holder | $634 | $7,222-91.2% | $8,919-92.9% | $7,344-91.4% |