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 | $109,881-62.8% | $150,045-72.8% | $84,808-51.8% |
| Participation rate | 58.8% | 76.1%-17.3pp | 82.3%-23.5pp | 68.3%-9.5pp |
| Annual return | 31.27% | 28.25%+3.0pp | 62.55%-31.3pp | 40.90%-9.6pp |
| Employer contribution / active EE | $957 | $3,561-73.1% | $4,693-79.6% | $2,631-63.6% |
| Participant deferral / active EE | $8,398 | $6,636+26.6% | $7,997+5.0% | $4,212+99.4% |
| Admin fee / account holder | $825 | $8,568-90.4% | $13,435-93.9% | $7,344-88.8% |