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 | $40,517 | $65,390-38.0% | $169,368-76.1% | $71,457-43.3% |
| Participation rate | 25.2% | 67.0%-41.7pp | 77.1%-51.9pp | 67.9%-42.7pp |
| Annual return | 17.90% | 21.31%-3.4pp | 405.60%-387.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $794 | $2,079-61.8% | $4,013-80.2% | $2,588-69.3% |
| Participant deferral / active EE | $1,864 | $4,367-57.3% | $6,221-70.0% | $4,289-56.5% |
| Admin fee / account holder | $1,116 | $1,324-15.8% | $9,003-87.6% | $1,587-29.7% |