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 5-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 | $27,622 | $118,427-76.7% | $66,042-58.2% | $142,382-80.6% |
| Participation rate | 28.6% | 68.1%-39.6pp | 67.5%-38.9pp | 80.1%-51.5pp |
| Annual return | 16.90% | 35.57%-18.7pp | 52.11%-35.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $313 | $2,570-87.8% | $1,579-80.2% | $4,299-92.7% |
| Participant deferral / active EE | $1,806 | $4,311-58.1% | $2,835-36.3% | $6,507-72.2% |
| Admin fee / account holder | $965 | $9,593-89.9% | $5,747-83.2% | $12,624-92.4% |