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 | $30,708 | $106,515-71.2% | $96,683-68.2% | $139,434-78.0% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 14.73% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,451 | $4,103-64.6% | $3,737-61.2% | $4,751-69.5% |
| Participant deferral / active EE | $2,017 | $5,454-63.0% | $4,878-58.6% | $6,710-69.9% |
| Admin fee / account holder | $603 | $7,877-92.3% | $6,730-91.0% | $11,403-94.7% |