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 7-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 | $22,214 | $65,561-66.1% | $86,188-74.2% | $75,163-70.4% |
| Participation rate | 31.0% | 60.5%-29.5pp | 69.0%-37.9pp | 67.2%-36.2pp |
| Annual return | 19.36% | 46.05%-26.7pp | 1168.45%-1149.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $962 | $1,553-38.1% | $2,380-59.6% | $2,670-64.0% |
| Participant deferral / active EE | $1,325 | $3,024-56.2% | $3,985-66.7% | $4,125-67.9% |
| Admin fee / account holder | $1,304 | $5,474-76.2% | $6,852-81.0% | $5,651-76.9% |