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 6-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 | $38,686 | $88,751-56.4% | $81,812-52.7% | $145,922-73.5% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.3%-26.9pp | 80.3%-34.8pp |
| Annual return | 9.65% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $687 | $3,083-77.7% | $2,912-76.4% | $4,660-85.2% |
| Participant deferral / active EE | $687 | $4,643-85.2% | $4,319-84.1% | $6,688-89.7% |
| Admin fee / account holder | $314 | $8,415-96.3% | $7,386-95.8% | $13,397-97.7% |