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 | $24,733 | $52,353-52.8% | $120,225-79.4% | $82,448-70.0% |
| Participation rate | 26.5% | 58.3%-31.8pp | 69.6%-43.1pp | 68.1%-41.6pp |
| Annual return | 18.72% | 61.85%-43.1pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $890 | $1,510-41.1% | $3,475-74.4% | $2,551-65.1% |
| Participant deferral / active EE | $1,256 | $2,627-52.2% | $3,999-68.6% | $4,139-69.7% |
| Admin fee / account holder | $973 | $4,363-77.7% | $5,696-82.9% | $7,234-86.5% |