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 | $30,435 | $109,982-72.3% | $97,226-68.7% | $145,922-79.1% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 17.77% | 242.90%-225.1pp | 75.13%-57.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $808 | $3,084-73.8% | $2,729-70.4% | $4,660-82.7% |
| Participant deferral / active EE | $1,904 | $4,676-59.3% | $4,264-55.3% | $6,688-71.5% |
| Admin fee / account holder | $6,023 | $6,221-3.2% | $5,654+6.5% | $13,397-55.0% |