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 3-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 | $26,222 | $99,877-73.7% | $84,966-69.1% | $145,922-82.0% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 13.43% | 83.76%-70.3pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $563 | $3,231-82.6% | $2,727-79.4% | $4,660-87.9% |
| Participant deferral / active EE | $1,090 | $5,291-79.4% | $4,519-75.9% | $6,688-83.7% |
| Admin fee / account holder | $349 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |