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 | $35,036 | $67,823-48.3% | $52,425-33.2% | $137,256-74.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 13.27% | 219.11%-205.8pp | 302.12%-288.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $423 | $1,163-63.6% | $914-53.7% | $4,156-89.8% |
| Participant deferral / active EE | $1,128 | $2,288-50.7% | $1,790-37.0% | $6,407-82.4% |
| Admin fee / account holder | $762 | $2,844-73.2% | $2,495-69.5% | $12,270-93.8% |