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 7-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 | $20,182 | $47,105-57.2% | $68,368-70.5% | $67,986-70.3% |
| Participation rate | 31.7% | 51.8%-20.1pp | 73.8%-42.0pp | 57.2%-25.5pp |
| Annual return | 34.05% | 48.37%-14.3pp | 292.57%-258.5pp | 31.67%+2.4pp |
| Employer contribution / active EE | $482 | $1,859-74.1% | $2,649-81.8% | $2,019-76.1% |
| Participant deferral / active EE | $1,106 | $2,374-53.4% | $4,123-73.2% | $3,358-67.1% |
| Admin fee / account holder | $1,833 | $2,435-24.7% | $5,150-64.4% | $3,203-42.8% |