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 | $12,685 | $67,823-81.3% | $52,425-75.8% | $137,256-90.8% |
| Participation rate | 56.3% | 63.9%-7.7pp | 55.6%+0.6pp | 80.0%-23.7pp |
| Annual return | 49.47% | 219.11%-169.6pp | 302.12%-252.7pp | 220.34%-170.9pp |
| Employer contribution / active EE | $663 | $1,163-43.0% | $914-27.5% | $4,156-84.1% |
| Participant deferral / active EE | $1,040 | $2,288-54.6% | $1,790-41.9% | $6,407-83.8% |
| Admin fee / account holder | $637 | $2,844-77.6% | $2,495-74.5% | $12,270-94.8% |