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 | $20,056 | $49,922-59.8% | $80,569-75.1% | $75,163-73.3% |
| Participation rate | 18.5% | 55.3%-36.8pp | 67.0%-48.5pp | 67.2%-48.7pp |
| Annual return | 14.52% | 34.69%-20.2pp | 935.43%-920.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $550 | $1,698-67.6% | $2,723-79.8% | $2,670-79.4% |
| Participant deferral / active EE | $972 | $2,990-67.5% | $4,447-78.1% | $4,125-76.4% |
| Admin fee / account holder | $2,879 | $3,577-19.5% | $5,377-46.5% | $5,651-49.1% |