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 | $27,440 | $52,279-47.5% | $89,391-69.3% | $79,858-65.6% |
| Participation rate | 15.4% | 57.5%-42.2pp | 68.0%-52.6pp | 69.6%-54.2pp |
| Annual return | 12.14% | 22.16%-10.0pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $547 | $1,572-65.2% | $2,586-78.8% | $2,471-77.9% |
| Participant deferral / active EE | $973 | $2,740-64.5% | $3,890-75.0% | $3,740-74.0% |
| Admin fee / account holder | $1,162 | $3,356-65.4% | $4,881-76.2% | $5,306-78.1% |