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 | $17,300 | $96,635-82.1% | $86,612-80.0% | $139,434-87.6% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 11.25% | 106.41%-95.2pp | 591.07%-579.8pp | 372.94%-361.7pp |
| Employer contribution / active EE | $745 | $3,263-77.2% | $3,022-75.4% | $4,751-84.3% |
| Participant deferral / active EE | $1,820 | $4,836-62.4% | $4,438-59.0% | $6,710-72.9% |
| Admin fee / account holder | $9,006 | $6,408+40.5% | $5,614+60.4% | $11,403-21.0% |