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 | $18,179 | $49,922-63.6% | $80,569-77.4% | $75,163-75.8% |
| Participation rate | 28.6% | 55.3%-26.7pp | 67.0%-38.4pp | 67.2%-38.6pp |
| Annual return | 26.17% | 34.69%-8.5pp | 935.43%-909.3pp | 160.62%-134.4pp |
| Employer contribution / active EE | $897 | $1,698-47.2% | $2,723-67.1% | $2,670-66.4% |
| Participant deferral / active EE | $1,860 | $2,990-37.8% | $4,447-58.2% | $4,125-54.9% |
| Admin fee / account holder | $302 | $3,577-91.6% | $5,377-94.4% | $5,651-94.7% |