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 | $20,597 | $74,888-72.5% | $71,209-71.1% | $142,382-85.5% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.1%-44.8pp |
| Annual return | 15.17% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $528 | $2,854-81.5% | $2,721-80.6% | $4,299-87.7% |
| Participant deferral / active EE | $995 | $4,454-77.7% | $4,175-76.2% | $6,507-84.7% |
| Admin fee / account holder | $491 | $5,568-91.2% | $5,349-90.8% | $12,624-96.1% |