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 | $35,460 | $132,634-73.3% | $115,768-69.4% | $137,256-74.2% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.4%-54.4pp | 80.0%-60.0pp |
| Annual return | 88.56% | 160.70%-72.1pp | 100.46%-11.9pp | 220.34%-131.8pp |
| Employer contribution / active EE | $760 | $3,360-77.4% | $2,940-74.1% | $4,156-81.7% |
| Participant deferral / active EE | $1,868 | $5,619-66.8% | $4,917-62.0% | $6,407-70.8% |
| Admin fee / account holder | $10,688 | $15,028-28.9% | $12,439-14.1% | $12,270-12.9% |