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 | $31,181 | $31,310-0.4% | $53,898-42.1% | $74,304-58.0% |
| Participation rate | 8.5% | 30.7%-22.2pp | 55.0%-46.5pp | 60.3%-51.9pp |
| Annual return | 19.71% | 23.16%-3.4pp | 528.60%-508.9pp | 29.43%-9.7pp |
| Employer contribution / active EE | $193 | $450-57.1% | $932-79.3% | $2,241-91.4% |
| Participant deferral / active EE | $568 | $934-39.2% | $1,826-68.9% | $3,767-84.9% |
| Admin fee / account holder | $1,107 | $2,175-49.1% | $2,491-55.5% | $2,969-62.7% |