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 | $49,048 | $158,398-69.0% | $126,539-61.2% | $142,382-65.6% |
| Participation rate | 11.1% | 75.8%-64.7pp | 69.8%-58.7pp | 80.1%-69.0pp |
| Annual return | 10.16% | 593.76%-583.6pp | 425.95%-415.8pp | 217.08%-206.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $485 | $4,767-89.8% | $4,083-88.1% | $6,507-92.6% |
| Admin fee / account holder | $38,713 | $6,918+459.6% | $6,065+538.3% | $12,624+206.7% |