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 | $21,031 | $96,635-78.2% | $86,612-75.7% | $139,434-84.9% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 16.48% | 106.41%-89.9pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,207 | $3,263-63.0% | $3,022-60.1% | $4,751-74.6% |
| Participant deferral / active EE | $1,734 | $4,836-64.1% | $4,438-60.9% | $6,710-74.2% |
| Admin fee / account holder | $9,540 | $6,408+48.9% | $5,614+69.9% | $11,403-16.3% |