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 5-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 | $7,461 | $101,618-92.7% | $93,063-92.0% | $137,256-94.6% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 28.11% | 223.95%-195.8pp | 34.15%-6.0pp | 220.34%-192.2pp |
| Employer contribution / active EE | $838 | $2,707-69.0% | $2,476-66.2% | $4,156-79.8% |
| Participant deferral / active EE | $862 | $4,279-79.9% | $3,958-78.2% | $6,407-86.6% |
| Admin fee / account holder | $1,274 | $6,198-79.4% | $6,033-78.9% | $12,270-89.6% |