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 3-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 | $66,994 | $149,040-55.0% | $120,225-44.3% | $137,256-51.2% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 12.05% | 605.68%-593.6pp | 439.23%-427.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $10 | $4,350-99.8% | $3,475-99.7% | $4,156-99.8% |
| Participant deferral / active EE | $2,960 | $4,655-36.4% | $3,999-26.0% | $6,407-53.8% |
| Admin fee / account holder | $1,725 | $6,348-72.8% | $5,696-69.7% | $12,270-85.9% |