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 | $26,871 | $118,849-77.4% | $96,562-72.2% | $167,490-84.0% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.8%-32.3pp | 82.1%-44.6pp |
| Annual return | 30.11% | 50.49%-20.4pp | 37.78%-7.7pp | 478.56%-448.5pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,116 | $4,616-54.2% | $3,849-45.0% | $6,341-66.6% |
| Admin fee / account holder | $62,281 | $8,065+672.2% | $6,181+907.7% | $12,309+406.0% |