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 | $27,683 | $158,398-82.5% | $126,539-78.1% | $142,382-80.6% |
| Participation rate | 28.6% | 75.8%-47.2pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 10.48% | 593.76%-583.3pp | 425.95%-415.5pp | 217.08%-206.6pp |
| Employer contribution / active EE | $711 | $4,650-84.7% | $3,674-80.7% | $4,299-83.5% |
| Participant deferral / active EE | $1,209 | $4,767-74.6% | $4,083-70.4% | $6,507-81.4% |
| Admin fee / account holder | $31,302 | $6,918+352.5% | $6,065+416.1% | $12,624+148.0% |