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 | $30,869 | $126,574-75.6% | $106,213-70.9% | $145,922-78.8% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 10.21% | 224.79%-214.6pp | 116.14%-105.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $852 | $3,730-77.2% | $3,171-73.1% | $4,660-81.7% |
| Participant deferral / active EE | $4,684 | $5,724-18.2% | $5,016-6.6% | $6,688-30.0% |
| Admin fee / account holder | $7,205 | $17,304-58.4% | $11,033-34.7% | $13,397-46.2% |