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 9-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 | $29,759 | $72,071-58.7% | $68,368-56.5% | $137,256-78.3% |
| Participation rate | 23.1% | 76.2%-53.2pp | 73.8%-50.7pp | 80.0%-56.9pp |
| Annual return | 13.23% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $663 | $2,788-76.2% | $2,649-75.0% | $4,156-84.1% |
| Participant deferral / active EE | $1,562 | $4,410-64.6% | $4,123-62.1% | $6,407-75.6% |
| Admin fee / account holder | $1,697 | $5,336-68.2% | $5,150-67.0% | $12,270-86.2% |