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 | $13,492 | $74,888-82.0% | $71,209-81.1% | $142,382-90.5% |
| Participation rate | 54.2% | 76.2%-22.1pp | 73.8%-19.6pp | 80.1%-26.0pp |
| Annual return | 13.21% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $631 | $2,854-77.9% | $2,721-76.8% | $4,299-85.3% |
| Participant deferral / active EE | $1,341 | $4,454-69.9% | $4,175-67.9% | $6,507-79.4% |
| Admin fee / account holder | $338 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |