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 | $7,373 | $34,308-78.5% | $74,701-90.1% | $72,985-89.9% |
| Participation rate | 13.4% | 42.4%-29.0pp | 54.5%-41.0pp | 69.5%-56.1pp |
| Annual return | 22.21% | 26.58%-4.4pp | 752.92%-730.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $199 | $692-71.2% | $1,084-81.6% | $2,440-91.8% |
| Participant deferral / active EE | $449 | $1,271-64.7% | $1,964-77.1% | $3,607-87.5% |
| Admin fee / account holder | $1,199 | $2,124-43.6% | $3,333-64.0% | $5,124-76.6% |