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 | $31,695 | $114,381-72.3% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 20.39% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,284 | $4,015-68.0% | $3,754-65.8% | $4,299-70.1% |
| Participant deferral / active EE | $2,998 | $5,564-46.1% | $5,116-41.4% | $6,507-53.9% |
| Admin fee / account holder | $317 | $9,860-96.8% | $8,919-96.5% | $12,624-97.5% |