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 4-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 | $18,160 | $96,635-81.2% | $86,612-79.0% | $139,434-87.0% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 22.88% | 106.41%-83.5pp | 591.07%-568.2pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,209 | $3,263-63.0% | $3,022-60.0% | $4,751-74.6% |
| Participant deferral / active EE | $3,442 | $4,836-28.8% | $4,438-22.4% | $6,710-48.7% |
| Admin fee / account holder | $570 | $6,408-91.1% | $5,614-89.9% | $11,403-95.0% |