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 | $10,766 | $96,635-88.9% | $86,612-87.6% | $139,434-92.3% |
| Participation rate | 43.5% | 74.4%-30.9pp | 71.7%-28.2pp | 80.3%-36.8pp |
| Annual return | 17.30% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $697 | $3,263-78.6% | $3,022-76.9% | $4,751-85.3% |
| Participant deferral / active EE | $851 | $4,836-82.4% | $4,438-80.8% | $6,710-87.3% |
| Admin fee / account holder | $423 | $6,408-93.4% | $5,614-92.5% | $11,403-96.3% |