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 | $36,842 | $112,096-67.1% | $95,952-61.6% | $158,922-76.8% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 13.27% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,291 | $3,198-59.6% | $2,541-49.2% | $4,761-72.9% |
| Participant deferral / active EE | $2,465 | $4,784-48.5% | $4,167-40.8% | $5,982-58.8% |
| Admin fee / account holder | $7,159 | $10,130-29.3% | $6,795+5.3% | $11,246-36.3% |