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 4-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 | $21,975 | $100,773-78.2% | $88,946-75.3% | $142,382-84.6% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.8%-27.2pp | 80.1%-38.5pp |
| Annual return | 16.74% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $848 | $2,918-70.9% | $2,555-66.8% | $4,299-80.3% |
| Participant deferral / active EE | $1,727 | $5,230-67.0% | $4,581-62.3% | $6,507-73.5% |
| Admin fee / account holder | $694 | $9,693-92.8% | $8,261-91.6% | $12,624-94.5% |