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 | $29,469 | $49,922-41.0% | $80,569-63.4% | $75,163-60.8% |
| Participation rate | 20.4% | 55.3%-34.9pp | 67.0%-46.6pp | 67.2%-46.8pp |
| Annual return | 14.41% | 34.69%-20.3pp | 935.43%-921.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $326 | $1,698-80.8% | $2,723-88.0% | $2,670-87.8% |
| Participant deferral / active EE | $1,351 | $2,990-54.8% | $4,447-69.6% | $4,125-67.2% |
| Admin fee / account holder | $1,930 | $3,577-46.0% | $5,377-64.1% | $5,651-65.8% |