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 | $16,903 | $95,416-82.3% | $185,823-90.9% | $85,850-80.3% |
| Participation rate | 69.9% | 68.8%+1.1pp | 81.7%-11.8pp | 69.3%+0.6pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,502 | $3,314-54.7% | $5,167-70.9% | $2,565-41.4% |
| Participant deferral / active EE | $1,079 | $3,423-68.5% | $5,568-80.6% | $3,952-72.7% |
| Admin fee / account holder | $1,013 | $7,213-86.0% | $16,237-93.8% | $6,260-83.8% |