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 7-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 | $30,479 | $53,516-43.0% | $126,539-75.9% | $84,808-64.1% |
| Participation rate | 32.5% | 58.2%-25.7pp | 69.8%-37.3pp | 68.3%-35.8pp |
| Annual return | 16.08% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $607 | $1,535-60.5% | $3,674-83.5% | $2,631-76.9% |
| Participant deferral / active EE | $2,125 | $2,671-20.4% | $4,083-48.0% | $4,212-49.5% |
| Admin fee / account holder | $955 | $4,497-78.8% | $6,065-84.2% | $7,344-87.0% |