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 4-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 | $107,467 | $109,982-2.3% | $97,226+10.5% | $145,922-26.4% |
| Participation rate | 21.4% | 75.9%-54.5pp | 72.7%-51.3pp | 80.3%-58.8pp |
| Annual return | 11.63% | 242.90%-231.3pp | 75.13%-63.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $478 | $3,084-84.5% | $2,729-82.5% | $4,660-89.7% |
| Participant deferral / active EE | $2,232 | $4,676-52.3% | $4,264-47.6% | $6,688-66.6% |
| Admin fee / account holder | $499 | $6,221-92.0% | $5,654-91.2% | $13,397-96.3% |