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 | $10,995 | $96,635-88.6% | $86,612-87.3% | $139,434-92.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 30.62% | 106.41%-75.8pp | 591.07%-560.5pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,368 | $3,263-58.1% | $3,022-54.8% | $4,751-71.2% |
| Participant deferral / active EE | $2,162 | $4,836-55.3% | $4,438-51.3% | $6,710-67.8% |
| Admin fee / account holder | $2,105 | $6,408-67.2% | $5,614-62.5% | $11,403-81.5% |