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 | $18,355 | $57,281-68.0% | $86,612-78.8% | $75,163-75.6% |
| Participation rate | 54.3% | 63.2%-8.9pp | 71.7%-17.4pp | 67.2%-12.9pp |
| Annual return | 21.82% | 2670.75%-2648.9pp | 591.07%-569.3pp | 160.62%-138.8pp |
| Employer contribution / active EE | $574 | $2,314-75.2% | $3,022-81.0% | $2,670-78.5% |
| Participant deferral / active EE | $2,177 | $3,318-34.4% | $4,438-50.9% | $4,125-47.2% |
| Admin fee / account holder | $799 | $4,112-80.6% | $5,614-85.8% | $5,651-85.9% |