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 | $29,035 | $118,427-75.5% | $66,042-56.0% | $142,382-79.6% |
| Participation rate | 22.2% | 68.1%-45.9pp | 67.5%-45.3pp | 80.1%-57.9pp |
| Annual return | 20.11% | 35.57%-15.5pp | 52.11%-32.0pp | 217.08%-197.0pp |
| Employer contribution / active EE | $461 | $2,570-82.0% | $1,579-70.8% | $4,299-89.3% |
| Participant deferral / active EE | $917 | $4,311-78.7% | $2,835-67.7% | $6,507-85.9% |
| Admin fee / account holder | $926 | $9,593-90.3% | $5,747-83.9% | $12,624-92.7% |