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 6-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 | $22,286 | $93,024-76.0% | $77,024-71.1% | $134,475-83.4% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | 66.08% | 62.60%+3.5pp | 42.32%+23.8pp | 417.96%-351.9pp |
| Employer contribution / active EE | $567 | $3,418-83.4% | $2,812-79.9% | $4,740-88.0% |
| Participant deferral / active EE | $1,002 | $5,238-80.9% | $4,426-77.4% | $6,400-84.3% |
| Admin fee / account holder | $6,312 | $6,944-9.1% | $5,425+16.3% | $11,426-44.8% |