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 3-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 | $7,752 | $70,756-89.0% | $65,493-88.2% | $142,382-94.6% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 24.47% | 1754.89%-1730.4pp | 982.45%-958.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $795 | $2,881-72.4% | $2,574-69.1% | $4,299-81.5% |
| Participant deferral / active EE | $2,095 | $4,637-54.8% | $3,961-47.1% | $6,507-67.8% |
| Admin fee / account holder | $372 | $6,559-94.3% | $5,028-92.6% | $12,624-97.0% |