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 4-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 | $22,077 | $47,479-53.5% | $62,929-64.9% | $82,448-73.2% |
| Participation rate | 28.6% | 66.9%-38.3pp | 73.1%-44.5pp | 68.1%-39.5pp |
| Annual return | 19.25% | 20.34%-1.1pp | 1063.93%-1044.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $752 | $1,885-60.1% | $2,505-70.0% | $2,551-70.5% |
| Participant deferral / active EE | $1,168 | $2,870-59.3% | $3,888-70.0% | $4,139-71.8% |
| Admin fee / account holder | $355 | $3,804-90.7% | $5,065-93.0% | $7,234-95.1% |