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 5-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 | $13,247 | $158,398-91.6% | $126,539-89.5% | $142,382-90.7% |
| Participation rate | 36.4% | 75.8%-39.4pp | 69.8%-33.5pp | 80.1%-43.8pp |
| Annual return | 46.97% | 593.76%-546.8pp | 425.95%-379.0pp | 217.08%-170.1pp |
| Employer contribution / active EE | $344 | $4,650-92.6% | $3,674-90.6% | $4,299-92.0% |
| Participant deferral / active EE | $591 | $4,767-87.6% | $4,083-85.5% | $6,507-90.9% |
| Admin fee / account holder | $452 | $6,918-93.5% | $6,065-92.6% | $12,624-96.4% |