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 | $30,827 | $67,823-54.5% | $52,425-41.2% | $137,256-77.5% |
| Participation rate | 15.4% | 63.9%-48.5pp | 55.6%-40.2pp | 80.0%-64.6pp |
| Annual return | 14.85% | 219.11%-204.3pp | 302.12%-287.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $455 | $1,163-60.9% | $914-50.2% | $4,156-89.1% |
| Participant deferral / active EE | $520 | $2,288-77.3% | $1,790-71.0% | $6,407-91.9% |
| Admin fee / account holder | $2,226 | $2,844-21.7% | $2,495-10.8% | $12,270-81.9% |