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 | $40,032 | $67,823-41.0% | $52,425-23.6% | $137,256-70.8% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 19.33% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $228 | $1,163-80.4% | $914-75.1% | $4,156-94.5% |
| Participant deferral / active EE | $1,225 | $2,288-46.5% | $1,790-31.6% | $6,407-80.9% |
| Admin fee / account holder | $1,616 | $2,844-43.2% | $2,495-35.2% | $12,270-86.8% |