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 | $35,989 | $85,022-57.7% | $70,515-49.0% | $139,434-74.2% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 16.24% | 30.38%-14.1pp | 32.77%-16.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $880 | $3,909-77.5% | $2,973-70.4% | $4,751-81.5% |
| Participant deferral / active EE | $3,027 | $5,890-48.6% | $4,567-33.7% | $6,710-54.9% |
| Admin fee / account holder | $540 | $8,906-93.9% | $6,412-91.6% | $11,403-95.3% |