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 | $40,230 | $65,241-38.3% | $126,539-68.2% | $85,563-53.0% |
| Participation rate | 13.9% | 48.6%-34.7pp | 69.8%-55.9pp | 66.0%-52.1pp |
| Annual return | 15.60% | 42.19%-26.6pp | 425.95%-410.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $553 | $1,937-71.5% | $3,674-85.0% | $2,654-79.2% |
| Participant deferral / active EE | $775 | $3,032-74.4% | $4,083-81.0% | $4,375-82.3% |
| Admin fee / account holder | $1,219 | $1,031+18.2% | $6,065-79.9% | $834+46.1% |