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 3-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 | $11,221 | $70,756-84.1% | $65,493-82.9% | $142,382-92.1% |
| Participation rate | 40.9% | 77.4%-36.5pp | 73.1%-32.2pp | 80.1%-39.2pp |
| Annual return | 24.94% | 1754.89%-1730.0pp | 982.45%-957.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $727 | $2,881-74.8% | $2,574-71.8% | $4,299-83.1% |
| Participant deferral / active EE | $1,246 | $4,637-73.1% | $3,961-68.5% | $6,507-80.8% |
| Admin fee / account holder | $821 | $6,559-87.5% | $5,028-83.7% | $12,624-93.5% |