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 | $20,171 | $27,915-27.7% | $58,482-65.5% | $75,163-73.2% |
| Participation rate | 67.7% | 38.8%+28.9pp | 50.9%+16.9pp | 67.2%+0.6pp |
| Annual return | 28.70% | 44.20%-15.5pp | 4239.32%-4210.6pp | 160.62%-131.9pp |
| Employer contribution / active EE | $890 | $669+33.1% | $1,053-15.5% | $2,670-66.6% |
| Participant deferral / active EE | $1,141 | $1,201-5.0% | $1,924-40.7% | $4,125-72.3% |
| Admin fee / account holder | $650 | $1,726-62.4% | $2,516-74.2% | $5,651-88.5% |