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 | $108,999 | $114,381-4.7% | $107,525+1.4% | $142,382-23.4% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 19.08% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,040 | $4,015-74.1% | $3,754-72.3% | $4,299-75.8% |
| Participant deferral / active EE | $1,733 | $5,564-68.8% | $5,116-66.1% | $6,507-73.4% |
| Admin fee / account holder | $754 | $9,860-92.4% | $8,919-91.5% | $12,624-94.0% |