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 9-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 | $24,542 | $106,890-77.0% | $84,015-70.8% | $152,861-83.9% |
| Participation rate | 27.3% | 75.2%-48.0pp | 69.0%-41.7pp | 82.4%-55.2pp |
| Annual return | 15.80% | 104.99%-89.2pp | 71.31%-55.5pp | 345.32%-329.5pp |
| Employer contribution / active EE | $412 | $2,734-84.9% | $1,983-79.2% | $4,762-91.3% |
| Participant deferral / active EE | $1,151 | $4,011-71.3% | $3,239-64.5% | $5,850-80.3% |
| Admin fee / account holder | $14,302 | $8,285+72.6% | $6,101+134.4% | $11,596+23.3% |