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 | $6,368 | $30,400-79.1% | $53,898-88.2% | $84,808-92.5% |
| Participation rate | 8.6% | 46.4%-37.9pp | 55.0%-46.4pp | 68.3%-59.7pp |
| Annual return | 23.74% | 500.19%-476.4pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $286 | $1,199-76.2% | $1,826-84.4% | $4,212-93.2% |
| Admin fee / account holder | $1,729 | $1,993-13.3% | $2,491-30.6% | $7,344-76.5% |