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 | $18,510 | $91,190-79.7% | $178,490-89.6% | $79,858-76.8% |
| Participation rate | 51.2% | 69.2%-18.0pp | 81.9%-30.7pp | 69.6%-18.4pp |
| Annual return | 19.61% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $989 | $3,256-69.6% | $5,011-80.3% | $2,471-60.0% |
| Participant deferral / active EE | $2,024 | $3,236-37.5% | $5,202-61.1% | $3,740-45.9% |
| Admin fee / account holder | $490 | $6,751-92.7% | $13,984-96.5% | $5,306-90.8% |