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 | $19,340 | $115,770-83.3% | $101,248-80.9% | $158,922-87.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 18.81% | 56.14%-37.3pp | 46.47%-27.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,189 | $4,175-71.5% | $3,660-67.5% | $4,761-75.0% |
| Participant deferral / active EE | $1,439 | $4,957-71.0% | $4,370-67.1% | $5,982-75.9% |
| Admin fee / account holder | $614 | $7,245-91.5% | $5,945-89.7% | $11,246-94.5% |