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 8-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 | $18,325 | $65,561-72.0% | $86,188-78.7% | $75,163-75.6% |
| Participation rate | 37.9% | 60.5%-22.6pp | 69.0%-31.0pp | 67.2%-29.3pp |
| Annual return | 19.70% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-140.9pp |
| Employer contribution / active EE | $684 | $1,553-56.0% | $2,380-71.3% | $2,670-74.4% |
| Participant deferral / active EE | $2,210 | $3,024-26.9% | $3,985-44.5% | $4,125-46.4% |
| Admin fee / account holder | $2,510 | $5,474-54.2% | $6,852-63.4% | $5,651-55.6% |