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 | $19,572 | $95,416-79.5% | $185,823-89.5% | $85,850-77.2% |
| Participation rate | 13.9% | 68.8%-54.9pp | 81.7%-67.8pp | 69.3%-55.4pp |
| Annual return | 19.73% | 23.59%-3.9pp | 122.05%-102.3pp | 318.53%-298.8pp |
| Employer contribution / active EE | $689 | $3,314-79.2% | $5,167-86.7% | $2,565-73.2% |
| Participant deferral / active EE | $1,940 | $3,423-43.3% | $5,568-65.2% | $3,952-50.9% |
| Admin fee / account holder | $320 | $7,213-95.6% | $16,237-98.0% | $6,260-94.9% |