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 7-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 | $17,134 | $85,202-79.9% | $172,739-90.1% | $72,985-76.5% |
| Participation rate | 34.5% | 70.1%-35.6pp | 82.6%-48.2pp | 69.5%-35.0pp |
| Annual return | 24.35% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $519 | $3,324-84.4% | $5,143-89.9% | $2,440-78.7% |
| Participant deferral / active EE | $1,793 | $3,260-45.0% | $5,198-65.5% | $3,607-50.3% |
| Admin fee / account holder | $2,003 | $5,884-66.0% | $13,954-85.6% | $5,124-60.9% |