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 | $51,638-46.4% | $68,368-59.5% | $82,448-66.4% |
| Participation rate | 30.0% | 63.6%-33.6pp | 73.8%-43.8pp | 68.1%-38.1pp |
| Annual return | 21.15% | 37.53%-16.4pp | 292.57%-271.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $599 | $2,047-70.7% | $2,649-77.4% | $2,551-76.5% |
| Participant deferral / active EE | $822 | $2,914-71.8% | $4,123-80.1% | $4,139-80.1% |
| Admin fee / account holder | $310 | $4,643-93.3% | $5,150-94.0% | $7,234-95.7% |