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 | $14,529 | $95,416-84.8% | $185,823-92.2% | $85,850-83.1% |
| Participation rate | 58.1% | 68.8%-10.7pp | 81.7%-23.6pp | 69.3%-11.3pp |
| Annual return | 19.26% | 23.59%-4.3pp | 122.05%-102.8pp | 318.53%-299.3pp |
| Employer contribution / active EE | $423 | $3,314-87.2% | $5,167-91.8% | $2,565-83.5% |
| Participant deferral / active EE | $2,478 | $3,423-27.6% | $5,568-55.5% | $3,952-37.3% |
| Admin fee / account holder | $675 | $7,213-90.6% | $16,237-95.8% | $6,260-89.2% |