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 | $40,105 | $154,117-74.0% | $129,995-69.1% | $139,434-71.2% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 18.47% | 32.48%-14.0pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,406 | $5,289-54.5% | $4,320-44.3% | $4,751-49.3% |
| Participant deferral / active EE | $4,907 | $6,710-26.9% | $5,820-15.7% | $6,710-26.9% |
| Admin fee / account holder | $671 | $14,007-95.2% | $10,614-93.7% | $11,403-94.1% |