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 4-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 | $27,328 | $85,022-67.9% | $70,515-61.2% | $139,434-80.4% |
| Participation rate | 28.6% | 73.9%-45.3pp | 68.3%-39.8pp | 80.3%-51.7pp |
| Annual return | 24.32% | 30.38%-6.1pp | 32.77%-8.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $704 | $3,909-82.0% | $2,973-76.3% | $4,751-85.2% |
| Participant deferral / active EE | $3,291 | $5,890-44.1% | $4,567-27.9% | $6,710-51.0% |
| Admin fee / account holder | $2,620 | $8,906-70.6% | $6,412-59.1% | $11,403-77.0% |