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 | $13,871 | $104,664-86.7% | $85,682-83.8% | $167,490-91.7% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 16.72% | 21.45%-4.7pp | 21.49%-4.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,038 | $3,337-68.9% | $2,618-60.4% | $4,837-78.5% |
| Participant deferral / active EE | $1,345 | $4,824-72.1% | $3,923-65.7% | $6,341-78.8% |
| Admin fee / account holder | $1,639 | $10,032-83.7% | $6,873-76.1% | $12,309-86.7% |