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 | $27,528 | $27,915-1.4% | $58,482-52.9% | $75,163-63.4% |
| Participation rate | 15.9% | 38.8%-22.9pp | 50.9%-34.9pp | 67.2%-51.3pp |
| Annual return | 18.41% | 44.20%-25.8pp | 4239.32%-4220.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $418 | $669-37.6% | $1,053-60.4% | $2,670-84.4% |
| Participant deferral / active EE | $908 | $1,201-24.4% | $1,924-52.8% | $4,125-78.0% |
| Admin fee / account holder | $1,034 | $1,726-40.1% | $2,516-58.9% | $5,651-81.7% |