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 | $94,352 | $133,922-29.5% | $116,228-18.8% | $142,382-33.7% |
| Participation rate | 60.9% | 77.9%-17.0pp | 74.6%-13.7pp | 80.1%-19.3pp |
| Annual return | 16.01% | 147.76%-131.8pp | 90.06%-74.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,507 | $3,446-56.3% | $2,994-49.7% | $4,299-65.0% |
| Participant deferral / active EE | $3,352 | $5,672-40.9% | $4,953-32.3% | $6,507-48.5% |
| Admin fee / account holder | $9,207 | $14,945-38.4% | $11,989-23.2% | $12,624-27.1% |