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 | $21,169 | $111,754-81.1% | $103,333-79.5% | $145,922-85.5% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 21.39% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,150 | $4,212-72.7% | $3,868-70.3% | $4,660-75.3% |
| Participant deferral / active EE | $1,954 | $5,619-65.2% | $5,057-61.4% | $6,688-70.8% |
| Admin fee / account holder | $8,134 | $9,750-16.6% | $8,355-2.6% | $13,397-39.3% |