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 4-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 | $21,163 | $133,922-84.2% | $116,228-81.8% | $142,382-85.1% |
| Participation rate | 47.1% | 77.9%-30.8pp | 74.6%-27.5pp | 80.1%-33.1pp |
| Annual return | 19.85% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $749 | $3,446-78.3% | $2,994-75.0% | $4,299-82.6% |
| Participant deferral / active EE | $3,026 | $5,672-46.7% | $4,953-38.9% | $6,507-53.5% |
| Admin fee / account holder | $389 | $14,945-97.4% | $11,989-96.8% | $12,624-96.9% |