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 | $14,852 | $96,635-84.6% | $86,612-82.9% | $139,434-89.3% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 13.63% | 106.41%-92.8pp | 591.07%-577.4pp | 372.94%-359.3pp |
| Employer contribution / active EE | $493 | $3,263-84.9% | $3,022-83.7% | $4,751-89.6% |
| Participant deferral / active EE | $1,186 | $4,836-75.5% | $4,438-73.3% | $6,710-82.3% |
| Admin fee / account holder | $486 | $6,408-92.4% | $5,614-91.4% | $11,403-95.7% |