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 4-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 | $28,662 | $202,432-85.8% | $169,368-83.1% | $139,434-79.4% |
| Participation rate | 20.8% | 81.1%-60.2pp | 77.1%-56.3pp | 80.3%-59.5pp |
| Annual return | 20.32% | 531.74%-511.4pp | 405.60%-385.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $623 | $4,692-86.7% | $4,013-84.5% | $4,751-86.9% |
| Participant deferral / active EE | $1,640 | $6,938-76.4% | $6,221-73.6% | $6,710-75.6% |
| Admin fee / account holder | $5,311 | $10,708-50.4% | $9,003-41.0% | $11,403-53.4% |