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 | $13,498 | $158,398-91.5% | $126,539-89.3% | $142,382-90.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 12.47% | 593.76%-581.3pp | 425.95%-413.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $318 | $4,650-93.2% | $3,674-91.3% | $4,299-92.6% |
| Participant deferral / active EE | $398 | $4,767-91.7% | $4,083-90.3% | $6,507-93.9% |
| Admin fee / account holder | $861 | $6,918-87.6% | $6,065-85.8% | $12,624-93.2% |