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 | $23,746 | $57,281-58.5% | $86,612-72.6% | $75,163-68.4% |
| Participation rate | 30.9% | 63.2%-32.3pp | 71.7%-40.8pp | 67.2%-36.3pp |
| Annual return | 16.18% | 2670.75%-2654.6pp | 591.07%-574.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $908 | $2,314-60.8% | $3,022-70.0% | $2,670-66.0% |
| Participant deferral / active EE | $1,352 | $3,318-59.3% | $4,438-69.5% | $4,125-67.2% |
| Admin fee / account holder | $2,757 | $4,112-33.0% | $5,614-50.9% | $5,651-51.2% |