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 | $13,592 | $88,751-84.7% | $81,812-83.4% | $145,922-90.7% |
| Participation rate | 26.1% | 75.0%-48.9pp | 72.3%-46.3pp | 80.3%-54.2pp |
| Annual return | 20.96% | 1025.40%-1004.4pp | 773.79%-752.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $905 | $3,083-70.6% | $2,912-68.9% | $4,660-80.6% |
| Participant deferral / active EE | $1,092 | $4,643-76.5% | $4,319-74.7% | $6,688-83.7% |
| Admin fee / account holder | $340 | $8,415-96.0% | $7,386-95.4% | $13,397-97.5% |