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 | $19,359 | $85,202-77.3% | $172,739-88.8% | $72,985-73.5% |
| Participation rate | 20.8% | 70.1%-49.3pp | 82.6%-61.9pp | 69.5%-48.7pp |
| Annual return | 35.08% | 27.32%+7.8pp | 802.84%-767.8pp | 81.00%-45.9pp |
| Employer contribution / active EE | $403 | $3,324-87.9% | $5,143-92.2% | $2,440-83.5% |
| Participant deferral / active EE | $1,792 | $3,260-45.0% | $5,198-65.5% | $3,607-50.3% |
| Admin fee / account holder | $2,475 | $5,884-57.9% | $13,954-82.3% | $5,124-51.7% |