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 | $28,878 | $117,859-75.5% | $102,438-71.8% | $145,959-80.2% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.8pp |
| Annual return | 9.33% | 31.72%-22.4pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,135 | $3,615-68.6% | $3,024-62.5% | $4,661-75.7% |
| Participant deferral / active EE | $1,819 | $5,732-68.3% | $5,054-64.0% | $6,689-72.8% |
| Admin fee / account holder | $3,693 | $13,318-72.3% | $9,448-60.9% | $13,398-72.4% |