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 | $14,745 | $64,839-77.3% | $95,585-84.6% | $84,808-82.6% |
| Participation rate | 68.6% | 63.8%+4.8pp | 72.1%-3.5pp | 68.3%+0.3pp |
| Annual return | 22.42% | -670.96%+693.4pp | 38.56%-16.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,110 | $1,759-36.9% | $2,527-56.1% | $2,631-57.8% |
| Participant deferral / active EE | $1,677 | $2,965-43.4% | $4,023-58.3% | $4,212-60.2% |
| Admin fee / account holder | $707 | $5,964-88.2% | $6,127-88.5% | $7,344-90.4% |