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 | $70,606-50.4% | $53,898-35.0% | $142,382-75.4% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 13.27% | 619.81%-606.5pp | 528.60%-515.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $423 | $1,202-64.8% | $932-54.6% | $4,299-90.2% |
| Participant deferral / active EE | $1,128 | $2,364-52.3% | $1,826-38.3% | $6,507-82.7% |
| Admin fee / account holder | $762 | $2,852-73.3% | $2,491-69.4% | $12,624-94.0% |