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 | $37,811 | $27,915+35.4% | $58,482-35.3% | $75,163-49.7% |
| Participation rate | 13.3% | 38.8%-25.5pp | 50.9%-37.5pp | 67.2%-53.9pp |
| Annual return | 19.21% | 44.20%-25.0pp | 4239.32%-4220.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $363 | $669-45.7% | $1,053-65.5% | $2,670-86.4% |
| Participant deferral / active EE | $832 | $1,201-30.8% | $1,924-56.8% | $4,125-79.8% |
| Admin fee / account holder | $307 | $1,726-82.2% | $2,516-87.8% | $5,651-94.6% |