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 | $31,470 | $96,305-67.3% | $80,569-60.9% | $139,434-77.4% |
| Participation rate | 27.3% | 73.6%-46.4pp | 67.0%-39.7pp | 80.3%-53.0pp |
| Annual return | 16.09% | 1350.08%-1334.0pp | 935.43%-919.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,011 | $3,262-69.0% | $2,723-62.9% | $4,751-78.7% |
| Participant deferral / active EE | $1,527 | $5,232-70.8% | $4,447-65.7% | $6,710-77.2% |
| Admin fee / account holder | $7,598 | $6,599+15.2% | $5,377+41.3% | $11,403-33.4% |