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 | $8,796 | $70,606-87.5% | $53,898-83.7% | $142,382-93.8% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 7.32% | 619.81%-612.5pp | 528.60%-521.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $208 | $1,202-82.7% | $932-77.7% | $4,299-95.2% |
| Participant deferral / active EE | $358 | $2,364-84.9% | $1,826-80.4% | $6,507-94.5% |
| Admin fee / account holder | $15,832 | $2,852+455.2% | $2,491+535.6% | $12,624+25.4% |