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 | $20,675 | $106,890-80.7% | $84,015-75.4% | $152,861-86.5% |
| Participation rate | 47.6% | 75.2%-27.6pp | 69.0%-21.4pp | 82.4%-34.8pp |
| Annual return | 24.84% | 104.99%-80.1pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $745 | $2,734-72.7% | $1,983-62.4% | $4,762-84.4% |
| Participant deferral / active EE | $2,084 | $4,011-48.0% | $3,239-35.6% | $5,850-64.4% |
| Admin fee / account holder | $365 | $8,285-95.6% | $6,101-94.0% | $11,596-96.8% |