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 | $30,028 | $54,558-45.0% | $76,002-60.5% | $74,546-59.7% |
| Participation rate | 24.6% | 60.3%-35.7pp | 69.1%-44.5pp | 67.2%-42.6pp |
| Annual return | 12.27% | 31.83%-19.6pp | 360.07%-347.8pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $754 | $1,778-57.6% | $2,688-72.0% | $2,624-71.3% |
| Participant deferral / active EE | $1,153 | $3,065-62.4% | $4,257-72.9% | $4,347-73.5% |
| Admin fee / account holder | $1,503 | $2,232-32.7% | $6,414-76.6% | $1,944-22.7% |