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 | $20,733 | $105,931-80.4% | $81,930-74.7% | $158,922-87.0% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.0%-32.0pp | 82.0%-42.0pp |
| Annual return | 10.42% | 38.17%-27.8pp | 29.49%-19.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $337 | $7,800-95.7% | $4,310-92.2% | $4,761-92.9% |
| Participant deferral / active EE | $874 | $13,003-93.3% | $7,107-87.7% | $5,982-85.4% |
| Admin fee / account holder | $5,135 | $8,489-39.5% | $5,158-0.5% | $11,246-54.3% |