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 | $21,261 | $100,773-78.9% | $88,946-76.1% | $142,382-85.1% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.8%-30.8pp | 80.1%-42.0pp |
| Annual return | 19.87% | 70.18%-50.3pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $529 | $2,918-81.9% | $2,555-79.3% | $4,299-87.7% |
| Participant deferral / active EE | $1,017 | $5,230-80.6% | $4,581-77.8% | $6,507-84.4% |
| Admin fee / account holder | $2,687 | $9,693-72.3% | $8,261-67.5% | $12,624-78.7% |