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 | $51,736 | $97,125-46.7% | $86,233-40.0% | $137,256-62.3% |
| Participation rate | 54.2% | 74.2%-20.0pp | 69.0%-14.9pp | 80.0%-25.8pp |
| Annual return | 14.85% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,685 | $2,841-40.7% | $2,504-32.7% | $4,156-59.5% |
| Participant deferral / active EE | $2,440 | $5,180-52.9% | $4,559-46.5% | $6,407-61.9% |
| Admin fee / account holder | $486 | $9,725-95.0% | $8,342-94.2% | $12,270-96.0% |