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 | $22,779 | $67,823-66.4% | $52,425-56.5% | $137,256-83.4% |
| Participation rate | 20.8% | 63.9%-43.1pp | 55.6%-34.8pp | 80.0%-59.1pp |
| Annual return | 25.02% | 219.11%-194.1pp | 302.12%-277.1pp | 220.34%-195.3pp |
| Employer contribution / active EE | $347 | $1,163-70.1% | $914-62.0% | $4,156-91.6% |
| Participant deferral / active EE | $1,235 | $2,288-46.0% | $1,790-31.0% | $6,407-80.7% |
| Admin fee / account holder | $770 | $2,844-72.9% | $2,495-69.2% | $12,270-93.7% |