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 | $30,266 | $178,174-83.0% | $156,181-80.6% | $137,256-77.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 13.95% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,150 | $4,972-76.9% | $4,294-73.2% | $4,156-72.3% |
| Participant deferral / active EE | $2,216 | $6,888-67.8% | $6,132-63.9% | $6,407-65.4% |
| Admin fee / account holder | $7,215 | $17,404-58.5% | $14,586-50.5% | $12,270-41.2% |