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 | $38,785 | $86,944-55.4% | $107,525-63.9% | $74,304-47.8% |
| Participation rate | 31.6% | 59.6%-27.9pp | 75.1%-43.5pp | 60.3%-28.7pp |
| Annual return | 20.12% | 23.52%-3.4pp | 181.32%-161.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $995 | $2,757-63.9% | $3,754-73.5% | $2,241-55.6% |
| Participant deferral / active EE | $1,841 | $3,554-48.2% | $5,116-64.0% | $3,767-51.1% |
| Admin fee / account holder | $1,378 | $3,727-63.0% | $8,919-84.5% | $2,969-53.6% |