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 | $30,431 | $175,202-82.6% | $149,673-79.7% | $139,434-78.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 15.81% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,256 | $5,474-58.8% | $4,818-53.2% | $4,751-52.5% |
| Participant deferral / active EE | $2,961 | $6,519-54.6% | $5,680-47.9% | $6,710-55.9% |
| Admin fee / account holder | $6,834 | $16,150-57.7% | $13,210-48.3% | $11,403-40.1% |