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 | $27,673 | $54,705-49.4% | $71,209-61.1% | $84,808-67.4% |
| Participation rate | 30.0% | 64.1%-34.1pp | 73.8%-43.8pp | 68.3%-38.3pp |
| Annual return | 21.15% | 35.90%-14.7pp | 282.51%-261.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $599 | $2,158-72.3% | $2,721-78.0% | $2,631-77.2% |
| Participant deferral / active EE | $822 | $3,030-72.9% | $4,175-80.3% | $4,212-80.5% |
| Admin fee / account holder | $310 | $4,863-93.6% | $5,349-94.2% | $7,344-95.8% |