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 | $15,702 | $58,208-73.0% | $81,812-80.8% | $80,856-80.6% |
| Participation rate | 67.6% | 63.4%+4.2pp | 72.3%-4.7pp | 67.6%0pp |
| Annual return | 13.67% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,402 | $2,340-40.1% | $2,912-51.9% | $2,755-49.1% |
| Participant deferral / active EE | $3,086 | $3,281-6.0% | $4,319-28.5% | $4,296-28.2% |
| Admin fee / account holder | $754 | $4,981-84.9% | $7,386-89.8% | $6,918-89.1% |