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 | $102,757 | $123,909-17.1% | $69,647+47.5% | $145,922-29.6% |
| Participation rate | 42.9% | 69.2%-26.3pp | 66.5%-23.6pp | 80.3%-37.4pp |
| Annual return | 9.87% | 190.55%-180.7pp | 100.48%-90.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $882 | $2,682-67.1% | $1,712-48.5% | $4,660-81.1% |
| Participant deferral / active EE | $882 | $4,236-79.2% | $2,886-69.4% | $6,688-86.8% |
| Admin fee / account holder | $12,993 | $7,863+65.2% | $4,713+175.7% | $13,397-3.0% |