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 8-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 | $22,520 | $65,561-65.7% | $86,188-73.9% | $75,163-70.0% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.2pp | 67.2%-30.5pp |
| Annual return | 14.10% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,647 | $1,553+70.5% | $2,380+11.2% | $2,670-0.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $396 | $5,474-92.8% | $6,852-94.2% | $5,651-93.0% |