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 | $9,976 | $108,172-90.8% | $77,482-87.1% | $158,922-93.7% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 16.98% | 31.67%-14.7pp | 54.79%-37.8pp | 302.83%-285.8pp |
| Employer contribution / active EE | $203 | $1,325-84.7% | $986-79.4% | $4,761-95.7% |
| Participant deferral / active EE | $1,140 | $2,456-53.6% | $1,861-38.7% | $5,982-80.9% |
| Admin fee / account holder | $841 | $3,708-77.3% | $2,858-70.6% | $11,246-92.5% |