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 3-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 | $33,446 | $102,317-67.3% | $146,958-77.2% | $80,856-58.6% |
| Participation rate | 21.9% | 75.8%-54.0pp | 82.2%-60.3pp | 67.6%-45.8pp |
| Annual return | 13.06% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $969 | $3,713-73.9% | $4,933-80.4% | $2,755-64.8% |
| Participant deferral / active EE | $2,814 | $6,644-57.6% | $8,070-65.1% | $4,296-34.5% |
| Admin fee / account holder | $8,726 | $7,941+9.9% | $12,998-32.9% | $6,918+26.1% |