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 | $37,749 | $108,919-65.3% | $100,391-62.4% | $145,922-74.1% |
| Participation rate | 61.5% | 82.9%-21.4pp | 81.5%-19.9pp | 80.3%-18.7pp |
| Annual return | 11.21% | 57.88%-46.7pp | 49.20%-38.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,173 | $4,419-50.8% | $3,942-44.9% | $4,660-53.4% |
| Participant deferral / active EE | $2,968 | $8,445-64.9% | $8,082-63.3% | $6,688-55.6% |
| Admin fee / account holder | $10,118 | $9,689+4.4% | $7,899+28.1% | $13,397-24.5% |