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 | $23,254 | $102,616-77.3% | $81,983-71.6% | $158,922-85.4% |
| Participation rate | 68.8% | 75.5%-6.8pp | 69.2%-0.5pp | 82.0%-13.2pp |
| Annual return | 15.21% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $528 | $3,240-83.7% | $2,498-78.9% | $4,761-88.9% |
| Participant deferral / active EE | $2,638 | $4,648-43.2% | $3,722-29.1% | $5,982-55.9% |
| Admin fee / account holder | $1,230 | $8,235-85.1% | $5,664-78.3% | $11,246-89.1% |