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 | $18,904 | $176,377-89.3% | $134,143-85.9% | $158,922-88.1% |
| Participation rate | 38.9% | 78.7%-39.8pp | 72.2%-33.3pp | 82.0%-43.1pp |
| Annual return | 18.47% | 63.63%-45.2pp | 36.33%-17.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,697 | $4,091-58.5% | $3,499-51.5% | $5,982-71.6% |
| Admin fee / account holder | $903 | $8,718-89.6% | $6,684-86.5% | $11,246-92.0% |