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 | $61,032 | $51,604+18.3% | $129,295-52.8% | $80,874-24.5% |
| Participation rate | 30.8% | 57.0%-26.2pp | 69.6%-38.9pp | 67.6%-36.9pp |
| Annual return | 16.20% | 20.76%-4.6pp | 9429.28%-9413.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $748 | $1,585-52.8% | $4,157-82.0% | $2,756-72.9% |
| Participant deferral / active EE | $2,180 | $2,670-18.4% | $4,169-47.7% | $4,297-49.3% |
| Admin fee / account holder | $926 | $4,310-78.5% | $7,665-87.9% | $6,935-86.6% |