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 | $34,421 | $159,602-78.4% | $150,045-77.1% | $142,382-75.8% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 16.92% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,816 | $4,961-63.4% | $4,693-61.3% | $4,299-57.8% |
| Participant deferral / active EE | $3,066 | $8,310-63.1% | $7,997-61.7% | $6,507-52.9% |
| Admin fee / account holder | $2,316 | $14,846-84.4% | $13,435-82.8% | $12,624-81.7% |