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 5-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 | $10,433 | $109,982-90.5% | $97,226-89.3% | $145,922-92.9% |
| Participation rate | 42.1% | 75.9%-33.8pp | 72.7%-30.6pp | 80.3%-38.2pp |
| Annual return | 8.90% | 242.90%-234.0pp | 75.13%-66.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $393 | $3,084-87.3% | $2,729-85.6% | $4,660-91.6% |
| Participant deferral / active EE | $1,251 | $4,676-73.3% | $4,264-70.7% | $6,688-81.3% |
| Admin fee / account holder | $5,719 | $6,221-8.1% | $5,654+1.2% | $13,397-57.3% |