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 | $21,105 | $60,261-65.0% | $81,783-74.2% | $74,546-71.7% |
| Participation rate | 29.6% | 62.9%-33.3pp | 72.4%-42.8pp | 67.2%-37.7pp |
| Annual return | 31.92% | 16.88%+15.0pp | 775.05%-743.1pp | 1366.03%-1334.1pp |
| Employer contribution / active EE | $1,008 | $2,622-61.6% | $2,913-65.4% | $2,624-61.6% |
| Participant deferral / active EE | $1,603 | $3,388-52.7% | $4,320-62.9% | $4,347-63.1% |
| Admin fee / account holder | $1,059 | $1,482-28.5% | $7,380-85.6% | $1,944-45.5% |