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 6-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 | $40,823 | $70,669-42.2% | $169,368-75.9% | $75,163-45.7% |
| Participation rate | 63.9% | 64.8%-0.9pp | 77.1%-13.3pp | 67.2%-3.3pp |
| Annual return | 15.69% | 36.36%-20.7pp | 405.60%-389.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $921 | $2,211-58.4% | $4,013-77.1% | $2,670-65.5% |
| Participant deferral / active EE | $2,834 | $4,311-34.3% | $6,221-54.5% | $4,125-31.3% |
| Admin fee / account holder | $617 | $5,402-88.6% | $9,003-93.1% | $5,651-89.1% |