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 9-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 | $80,309 | $96,635-16.9% | $86,612-7.3% | $139,434-42.4% |
| Participation rate | 31.3% | 74.4%-43.2pp | 71.7%-40.4pp | 80.3%-49.1pp |
| Annual return | 14.20% | 106.41%-92.2pp | 591.07%-576.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $856 | $3,263-73.8% | $3,022-71.7% | $4,751-82.0% |
| Participant deferral / active EE | $4,115 | $4,836-14.9% | $4,438-7.3% | $6,710-38.7% |
| Admin fee / account holder | $39,935 | $6,408+523.2% | $5,614+611.3% | $11,403+250.2% |