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 | $28,372 | $29,051-2.3% | $52,425-45.9% | $67,986-58.3% |
| Participation rate | 21.2% | 30.4%-9.2pp | 55.6%-34.4pp | 57.2%-36.0pp |
| Annual return | 17.37% | 24.00%-6.6pp | 302.12%-284.8pp | 31.67%-14.3pp |
| Employer contribution / active EE | $712 | $412+72.8% | $914-22.1% | $2,019-64.7% |
| Participant deferral / active EE | $1,138 | $873+30.4% | $1,790-36.4% | $3,358-66.1% |
| Admin fee / account holder | $6,958 | $2,113+229.4% | $2,495+178.9% | $3,203+117.2% |