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 | $100,108 | $149,040-32.8% | $120,225-16.7% | $137,256-27.1% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 10.89% | 605.68%-594.8pp | 439.23%-428.3pp | 220.34%-209.5pp |
| Employer contribution / active EE | $416 | $4,350-90.4% | $3,475-88.0% | $4,156-90.0% |
| Participant deferral / active EE | $1,040 | $4,655-77.7% | $3,999-74.0% | $6,407-83.8% |
| Admin fee / account holder | $4,339 | $6,348-31.6% | $5,696-23.8% | $12,270-64.6% |