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 5-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 | $8,577 | $96,635-91.1% | $86,612-90.1% | $139,434-93.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 16.42% | 106.41%-90.0pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $969 | $3,263-70.3% | $3,022-67.9% | $4,751-79.6% |
| Participant deferral / active EE | $1,696 | $4,836-64.9% | $4,438-61.8% | $6,710-74.7% |
| Admin fee / account holder | $3,993 | $6,408-37.7% | $5,614-28.9% | $11,403-65.0% |