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 8-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 | $6,917 | $69,207-90.0% | $64,056-89.2% | $139,434-95.0% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 16.97% | 45.88%-28.9pp | 33.69%-16.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $443 | $3,182-86.1% | $2,747-83.9% | $4,751-90.7% |
| Participant deferral / active EE | $957 | $4,682-79.6% | $3,880-75.3% | $6,710-85.7% |
| Admin fee / account holder | $615 | $4,244-85.5% | $3,068-80.0% | $11,403-94.6% |