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 | $7,397 | $34,308-78.4% | $74,701-90.1% | $72,985-89.9% |
| Participation rate | 65.1% | 42.4%+22.7pp | 54.5%+10.7pp | 69.5%-4.4pp |
| Annual return | 24.73% | 26.58%-1.9pp | 752.92%-728.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $840 | $692+21.5% | $1,084-22.4% | $2,440-65.6% |
| Participant deferral / active EE | $912 | $1,271-28.3% | $1,964-53.6% | $3,607-74.7% |
| Admin fee / account holder | $1,117 | $2,124-47.4% | $3,333-66.5% | $5,124-78.2% |