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 | $9,933 | $108,642-90.9% | $74,701-86.7% | $152,861-93.5% |
| Participation rate | 59.1% | 65.3%-6.3pp | 54.5%+4.6pp | 82.4%-23.4pp |
| Annual return | 28.70% | 114.06%-85.4pp | 752.92%-724.2pp | 345.32%-316.6pp |
| Employer contribution / active EE | $836 | $1,503-44.3% | $1,084-22.8% | $4,762-82.4% |
| Participant deferral / active EE | $2,298 | $2,712-15.3% | $1,964+17.0% | $5,850-60.7% |
| Admin fee / account holder | $893 | $4,902-81.8% | $3,333-73.2% | $11,596-92.3% |