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 | $21,180 | $52,953-60.0% | $172,739-87.7% | $65,185-67.5% |
| Participation rate | 45.6% | 66.2%-20.6pp | 82.6%-37.0pp | 70.2%-24.6pp |
| Annual return | 22.29% | 30.12%-7.8pp | 802.84%-780.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $526 | $2,190-76.0% | $5,143-89.8% | $2,177-75.8% |
| Participant deferral / active EE | $873 | $2,471-64.7% | $5,198-83.2% | $3,514-75.1% |
| Admin fee / account holder | $799 | $472+69.4% | $13,954-94.3% | $847-5.6% |