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 8-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 | $11,771 | $96,635-87.8% | $86,612-86.4% | $139,434-91.6% |
| Participation rate | 47.6% | 74.4%-26.8pp | 71.7%-24.1pp | 80.3%-32.7pp |
| Annual return | 12.59% | 106.41%-93.8pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $429 | $3,263-86.9% | $3,022-85.8% | $4,751-91.0% |
| Participant deferral / active EE | $2,205 | $4,836-54.4% | $4,438-50.3% | $6,710-67.1% |
| Admin fee / account holder | $691 | $6,408-89.2% | $5,614-87.7% | $11,403-93.9% |