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 | $10,359 | $39,019-73.5% | $80,716-87.2% | $85,850-87.9% |
| Participation rate | 10.9% | 41.5%-30.6pp | 54.2%-43.3pp | 69.3%-58.4pp |
| Annual return | 20.03% | 26.27%-6.2pp | 87.28%-67.3pp | 318.53%-298.5pp |
| Employer contribution / active EE | $270 | $722-62.6% | $1,160-76.7% | $2,565-89.5% |
| Participant deferral / active EE | $489 | $1,326-63.1% | $2,146-77.2% | $3,952-87.6% |
| Admin fee / account holder | $3,777 | $2,431+55.4% | $3,380+11.7% | $6,260-39.7% |