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 | $19,037 | $210,648-91.0% | $177,989-89.3% | $145,922-87.0% |
| Participation rate | 64.7% | 80.8%-16.1pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 13.18% | 385.86%-372.7pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,932 | $4,565-57.7% | $3,949-51.1% | $4,660-58.5% |
| Participant deferral / active EE | $2,996 | $6,958-56.9% | $6,276-52.3% | $6,688-55.2% |
| Admin fee / account holder | $1,149 | $12,013-90.4% | $10,363-88.9% | $13,397-91.4% |