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 | $19,400 | $96,635-79.9% | $86,612-77.6% | $139,434-86.1% |
| Participation rate | 21.4% | 74.4%-53.0pp | 71.7%-50.3pp | 80.3%-58.9pp |
| Annual return | 19.70% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $377 | $3,263-88.5% | $3,022-87.5% | $4,751-92.1% |
| Participant deferral / active EE | $1,542 | $4,836-68.1% | $4,438-65.2% | $6,710-77.0% |
| Admin fee / account holder | $341 | $6,408-94.7% | $5,614-93.9% | $11,403-97.0% |