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 | $25,292 | $57,281-55.8% | $86,612-70.8% | $75,163-66.4% |
| Participation rate | 39.3% | 63.2%-23.9pp | 71.7%-32.4pp | 67.2%-27.9pp |
| Annual return | 14.66% | 2670.75%-2656.1pp | 591.07%-576.4pp | 160.62%-146.0pp |
| Employer contribution / active EE | $841 | $2,314-63.7% | $3,022-72.2% | $2,670-68.5% |
| Participant deferral / active EE | $1,048 | $3,318-68.4% | $4,438-76.4% | $4,125-74.6% |
| Admin fee / account holder | $1,153 | $4,112-72.0% | $5,614-79.5% | $5,651-79.6% |