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 | $71,546 | $72,071-0.7% | $68,368+4.6% | $137,256-47.9% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.8%-44.3pp | 80.0%-50.5pp |
| Annual return | 20.65% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,434 | $2,788-48.6% | $2,649-45.9% | $4,156-65.5% |
| Participant deferral / active EE | $2,938 | $4,410-33.4% | $4,123-28.7% | $6,407-54.1% |
| Admin fee / account holder | $1,109 | $5,336-79.2% | $5,150-78.5% | $12,270-91.0% |