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 9-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 | $7,003 | $67,823-89.7% | $52,425-86.6% | $137,256-94.9% |
| Participation rate | 45.5% | 63.9%-18.5pp | 55.6%-10.2pp | 80.0%-34.5pp |
| Annual return | 12.18% | 219.11%-206.9pp | 302.12%-289.9pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $388 | $2,288-83.0% | $1,790-78.3% | $6,407-93.9% |
| Admin fee / account holder | $4,024 | $2,844+41.5% | $2,495+61.3% | $12,270-67.2% |