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 | $34,752 | $74,888-53.6% | $71,209-51.2% | $142,382-75.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 18.31% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $941 | $2,854-67.0% | $2,721-65.4% | $4,299-78.1% |
| Participant deferral / active EE | $1,551 | $4,454-65.2% | $4,175-62.8% | $6,507-76.2% |
| Admin fee / account holder | $488 | $5,568-91.2% | $5,349-90.9% | $12,624-96.1% |