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 9-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 | $47,942 | $154,117-68.9% | $129,995-63.1% | $139,434-65.6% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 20.07% | 32.48%-12.4pp | -137.18%+157.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,300 | $5,289-56.5% | $4,320-46.8% | $4,751-51.6% |
| Participant deferral / active EE | $4,839 | $6,710-27.9% | $5,820-16.9% | $6,710-27.9% |
| Admin fee / account holder | $15,835 | $14,007+13.1% | $10,614+49.2% | $11,403+38.9% |