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 | $100,935 | $48,277+109.1% | $67,511+49.5% | $80,874+24.8% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 14.21% | 18.27%-4.1pp | 3517.41%-3503.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $645 | $2,021-68.1% | $2,733-76.4% | $2,756-76.6% |
| Participant deferral / active EE | $3,203 | $2,926+9.5% | $4,000-19.9% | $4,297-25.5% |
| Admin fee / account holder | $437 | $3,687-88.2% | $3,999-89.1% | $6,935-93.7% |