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 | $36,000 | $114,381-68.5% | $107,525-66.5% | $142,382-74.7% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 22.59% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,994 | $5,564+25.7% | $5,116+36.7% | $6,507+7.5% |
| Admin fee / account holder | $15,574 | $9,860+58.0% | $8,919+74.6% | $12,624+23.4% |