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 9-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 | $14,751 | $85,202-82.7% | $172,739-91.5% | $72,985-79.8% |
| Participation rate | 43.7% | 70.1%-26.4pp | 82.6%-39.0pp | 69.5%-25.8pp |
| Annual return | 41.82% | 27.32%+14.5pp | 802.84%-761.0pp | 81.00%-39.2pp |
| Employer contribution / active EE | $590 | $3,324-82.2% | $5,143-88.5% | $2,440-75.8% |
| Participant deferral / active EE | $1,242 | $3,260-61.9% | $5,198-76.1% | $3,607-65.6% |
| Admin fee / account holder | $416 | $5,884-92.9% | $13,954-97.0% | $5,124-91.9% |