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 | $44,270 | $209,411-78.9% | $178,490-75.2% | $158,922-72.1% |
| Participation rate | 53.3% | 86.3%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 11.20% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,679 | $5,706-70.6% | $5,011-66.5% | $4,761-64.7% |
| Participant deferral / active EE | $2,742 | $5,954-54.0% | $5,202-47.3% | $5,982-54.2% |
| Admin fee / account holder | $14,575 | $17,074-14.6% | $13,984+4.2% | $11,246+29.6% |