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 | $22,092 | $99,877-77.9% | $84,966-74.0% | $145,922-84.9% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-21.9pp |
| Annual return | 15.72% | 83.76%-68.0pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,475 | $3,231-54.3% | $2,727-45.9% | $4,660-68.3% |
| Participant deferral / active EE | $1,812 | $5,291-65.7% | $4,519-59.9% | $6,688-72.9% |
| Admin fee / account holder | $1,909 | $7,248-73.7% | $6,149-69.0% | $13,397-85.8% |