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 | $35,209 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 7.7% | 82.1%-74.4pp | 78.1%-70.4pp | 80.1%-72.4pp |
| Annual return | 47.74% | 65.07%-17.3pp | 58.88%-11.1pp | 217.08%-169.3pp |
| Employer contribution / active EE | $986 | $4,810-79.5% | $4,305-77.1% | $4,299-77.1% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $884 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |