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 | $13,402 | $65,409-79.5% | $98,442-86.4% | $85,850-84.4% |
| Participation rate | 29.8% | 65.0%-35.2pp | 73.3%-43.6pp | 69.3%-39.5pp |
| Annual return | 20.44% | 21.76%-1.3pp | 1492.73%-1472.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $237 | $2,168-89.1% | $2,960-92.0% | $2,565-90.8% |
| Participant deferral / active EE | $1,218 | $3,166-61.5% | $4,276-71.5% | $3,952-69.2% |
| Admin fee / account holder | $851 | $4,593-81.5% | $5,949-85.7% | $6,260-86.4% |