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 | $20,828 | $70,756-70.6% | $65,493-68.2% | $142,382-85.4% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 19.63% | 1754.89%-1735.3pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $573 | $2,881-80.1% | $2,574-77.7% | $4,299-86.7% |
| Participant deferral / active EE | $2,577 | $4,637-44.4% | $3,961-34.9% | $6,507-60.4% |
| Admin fee / account holder | $385 | $6,559-94.1% | $5,028-92.3% | $12,624-97.0% |