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 | $14,560 | $172,111-91.5% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 31.16% | 69.37%-38.2pp | 62.79%-31.6pp | 220.34%-189.2pp |
| Employer contribution / active EE | $933 | $4,636-79.9% | $4,154-77.5% | $4,156-77.6% |
| Participant deferral / active EE | $3,678 | $6,166-40.3% | $5,453-32.5% | $6,407-42.6% |
| Admin fee / account holder | $649 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |