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 | $11,166 | $34,308-67.5% | $74,701-85.1% | $72,985-84.7% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 41.88% | 26.58%+15.3pp | 752.92%-711.0pp | 81.00%-39.1pp |
| Employer contribution / active EE | $809 | $692+17.0% | $1,084-25.3% | $2,440-66.8% |
| Participant deferral / active EE | $1,838 | $1,271+44.5% | $1,964-6.4% | $3,607-49.1% |
| Admin fee / account holder | $317 | $2,124-85.1% | $3,333-90.5% | $5,124-93.8% |