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 5-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 | $22,850 | $53,516-57.3% | $126,539-81.9% | $84,808-73.1% |
| Participation rate | 26.8% | 58.2%-31.4pp | 69.8%-43.0pp | 68.3%-41.5pp |
| Annual return | 28.73% | 58.34%-29.6pp | 425.95%-397.2pp | 40.90%-12.2pp |
| Employer contribution / active EE | $624 | $1,535-59.4% | $3,674-83.0% | $2,631-76.3% |
| Participant deferral / active EE | $840 | $2,671-68.6% | $4,083-79.4% | $4,212-80.1% |
| Admin fee / account holder | $981 | $4,497-78.2% | $6,065-83.8% | $7,344-86.6% |