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 | $30,231 | $30,400-0.6% | $53,898-43.9% | $84,808-64.4% |
| Participation rate | 13.9% | 46.4%-32.6pp | 55.0%-41.1pp | 68.3%-54.4pp |
| Annual return | 21.91% | 500.19%-478.3pp | 528.60%-506.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $213 | $603-64.7% | $932-77.2% | $2,631-91.9% |
| Participant deferral / active EE | $437 | $1,199-63.5% | $1,826-76.1% | $4,212-89.6% |
| Admin fee / account holder | $1,058 | $1,993-46.9% | $2,491-57.5% | $7,344-85.6% |