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 | $25,729 | $202,432-87.3% | $169,368-84.8% | $139,434-81.5% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 17.16% | 531.74%-514.6pp | 405.60%-388.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $930 | $4,692-80.2% | $4,013-76.8% | $4,751-80.4% |
| Participant deferral / active EE | $2,589 | $6,938-62.7% | $6,221-58.4% | $6,710-61.4% |
| Admin fee / account holder | $1,338 | $10,708-87.5% | $9,003-85.1% | $11,403-88.3% |