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 8-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 | $27,953 | $102,616-72.8% | $81,983-65.9% | $158,922-82.4% |
| Participation rate | 18.8% | 75.5%-56.8pp | 69.2%-50.5pp | 82.0%-63.2pp |
| Annual return | 16.31% | 61.04%-44.7pp | 41.31%-25.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $833 | $3,240-74.3% | $2,498-66.7% | $4,761-82.5% |
| Participant deferral / active EE | $1,519 | $4,648-67.3% | $3,722-59.2% | $5,982-74.6% |
| Admin fee / account holder | $455 | $8,235-94.5% | $5,664-92.0% | $11,246-96.0% |