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 | $7,418 | $96,635-92.3% | $86,612-91.4% | $139,434-94.7% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 15.32% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $946 | $3,263-71.0% | $3,022-68.7% | $4,751-80.1% |
| Participant deferral / active EE | $1,302 | $4,836-73.1% | $4,438-70.7% | $6,710-80.6% |
| Admin fee / account holder | $1,069 | $6,408-83.3% | $5,614-81.0% | $11,403-90.6% |