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 | $24,337 | $41,078-40.8% | $80,569-69.8% | $71,457-65.9% |
| Participation rate | 12.1% | 50.2%-38.1pp | 67.0%-54.9pp | 67.9%-55.8pp |
| Annual return | 17.70% | 38.45%-20.8pp | 935.43%-917.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $284 | $1,506-81.1% | $2,723-89.6% | $2,588-89.0% |
| Participant deferral / active EE | $755 | $2,699-72.0% | $4,447-83.0% | $4,289-82.4% |
| Admin fee / account holder | $819 | $1,840-55.5% | $5,377-84.8% | $1,587-48.4% |