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 8-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 | $27,829 | $99,877-72.1% | $84,966-67.2% | $145,922-80.9% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.3pp | 80.3%-51.1pp |
| Annual return | 13.45% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $753 | $3,231-76.7% | $2,727-72.4% | $4,660-83.8% |
| Participant deferral / active EE | $1,784 | $5,291-66.3% | $4,519-60.5% | $6,688-73.3% |
| Admin fee / account holder | $4,743 | $7,248-34.6% | $6,149-22.9% | $13,397-64.6% |