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 | $7,367 | $96,635-92.4% | $86,612-91.5% | $139,434-94.7% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 12.32% | 106.41%-94.1pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,079 | $3,263-66.9% | $3,022-64.3% | $4,751-77.3% |
| Participant deferral / active EE | $1,397 | $4,836-71.1% | $4,438-68.5% | $6,710-79.2% |
| Admin fee / account holder | $8,025 | $6,408+25.2% | $5,614+42.9% | $11,403-29.6% |