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 | $67,505 | $92,703-27.2% | $82,719-18.4% | $134,475-49.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | 19.27% | 944.92%-925.7pp | 701.18%-681.9pp | 417.96%-398.7pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,250 | $4,802-53.1% | $4,395-48.8% | $6,400-64.8% |
| Admin fee / account holder | $2,165 | $5,983-63.8% | $5,329-59.4% | $11,426-81.0% |