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 | $29,995 | $165,335-81.9% | $149,696-80.0% | $158,922-81.1% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 28.89% | 348.15%-319.3pp | 276.60%-247.7pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,177 | $5,103-76.9% | $4,644-74.7% | $4,761-75.3% |
| Participant deferral / active EE | $2,926 | $7,181-59.3% | $6,842-57.2% | $5,982-51.1% |
| Admin fee / account holder | $9,432 | $10,807-12.7% | $9,309+1.3% | $11,246-16.1% |