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 | $16,896 | $85,202-80.2% | $172,739-90.2% | $72,985-76.9% |
| Participation rate | 33.8% | 70.1%-36.3pp | 82.6%-48.8pp | 69.5%-35.7pp |
| Annual return | 25.86% | 27.32%-1.5pp | 802.84%-777.0pp | 81.00%-55.1pp |
| Employer contribution / active EE | $550 | $3,324-83.5% | $5,143-89.3% | $2,440-77.5% |
| Participant deferral / active EE | $956 | $3,260-70.7% | $5,198-81.6% | $3,607-73.5% |
| Admin fee / account holder | $1,130 | $5,884-80.8% | $13,954-91.9% | $5,124-78.0% |