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 | $38,217 | $77,899-50.9% | $149,673-74.5% | $75,163-49.2% |
| Participation rate | 10.2% | 65.6%-55.4pp | 78.8%-68.6pp | 67.2%-57.0pp |
| Annual return | 20.12% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $527 | $3,137-83.2% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $930 | $3,411-72.7% | $5,680-83.6% | $4,125-77.4% |
| Admin fee / account holder | $419 | $5,956-93.0% | $13,210-96.8% | $5,651-92.6% |