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 | $21,030 | $150,197-86.0% | $120,368-82.5% | $145,959-85.6% |
| Participation rate | 68.2% | 78.8%-10.6pp | 71.9%-3.7pp | 80.3%-12.1pp |
| Annual return | 12.26% | 154.26%-142.0pp | 107.26%-95.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $979 | $4,350-77.5% | $3,465-71.8% | $4,661-79.0% |
| Participant deferral / active EE | $2,164 | $6,174-65.0% | $4,991-56.6% | $6,689-67.6% |
| Admin fee / account holder | $5,262 | $12,216-56.9% | $9,429-44.2% | $13,398-60.7% |