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 | $11,563 | $110,502-89.5% | $80,716-85.7% | $167,490-93.1% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 13.48% | 120.54%-107.1pp | 87.28%-73.8pp | 478.56%-465.1pp |
| Employer contribution / active EE | $647 | $1,543-58.0% | $1,160-44.2% | $4,837-86.6% |
| Participant deferral / active EE | $3,791 | $2,871+32.1% | $2,146+76.7% | $6,341-40.2% |
| Admin fee / account holder | $1,103 | $4,545-75.7% | $3,380-67.4% | $12,309-91.0% |