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 | $40,882 | $106,749-61.7% | $145,433-71.9% | $82,448-50.4% |
| Participation rate | 58.8% | 75.6%-16.8pp | 82.1%-23.3pp | 68.1%-9.2pp |
| Annual return | 31.27% | 27.59%+3.7pp | 66.58%-35.3pp | 41.64%-10.4pp |
| Employer contribution / active EE | $957 | $3,444-72.2% | $4,554-79.0% | $2,551-62.5% |
| Participant deferral / active EE | $8,398 | $6,519+28.8% | $7,897+6.3% | $4,139+102.9% |
| Admin fee / account holder | $825 | $8,390-90.2% | $13,129-93.7% | $7,234-88.6% |