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 6-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 | $40,032 | $70,606-43.3% | $53,898-25.7% | $142,382-71.9% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 19.33% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $228 | $1,202-81.0% | $932-75.5% | $4,299-94.7% |
| Participant deferral / active EE | $1,225 | $2,364-48.2% | $1,826-32.9% | $6,507-81.2% |
| Admin fee / account holder | $1,616 | $2,852-43.3% | $2,491-35.1% | $12,624-87.2% |