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 5-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 | $30,470 | $101,618-70.0% | $93,063-67.3% | $137,256-77.8% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 16.69% | 223.95%-207.3pp | 34.15%-17.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $667 | $2,707-75.4% | $2,476-73.1% | $4,156-83.9% |
| Participant deferral / active EE | $667 | $4,279-84.4% | $3,958-83.1% | $6,407-89.6% |
| Admin fee / account holder | $4,210 | $6,198-32.1% | $6,033-30.2% | $12,270-65.7% |