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 6-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 | $37,362 | $76,000-50.8% | $154,107-75.8% | $64,186-41.8% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | 7.65% | 30.32%-22.7pp | 735.12%-727.5pp | 7.63%0pp |
| Employer contribution / active EE | $628 | $3,351-81.3% | $5,298-88.1% | $2,381-73.6% |
| Participant deferral / active EE | $2,708 | $3,175-14.7% | $5,081-46.7% | $3,470-22.0% |
| Admin fee / account holder | $312 | $5,596-94.4% | $13,411-97.7% | $4,888-93.6% |