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 | $25,142 | $74,888-66.4% | $71,209-64.7% | $142,382-82.3% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.8%-55.6pp | 80.1%-61.9pp |
| Annual return | 16.82% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $603 | $2,854-78.9% | $2,721-77.8% | $4,299-86.0% |
| Participant deferral / active EE | $754 | $4,454-83.1% | $4,175-81.9% | $6,507-88.4% |
| Admin fee / account holder | $6,081 | $5,568+9.2% | $5,349+13.7% | $12,624-51.8% |