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 4-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 | $14,635 | $117,983-87.6% | $101,794-85.6% | $142,382-89.7% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.2%-52.5pp | 80.1%-63.5pp |
| Annual return | 28.18% | 36.92%-8.7pp | 30.53%-2.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $907 | $2,773-67.3% | $2,289-60.4% | $4,299-78.9% |
| Participant deferral / active EE | $1,193 | $4,714-74.7% | $4,084-70.8% | $6,507-81.7% |
| Admin fee / account holder | $492 | $10,433-95.3% | $8,777-94.4% | $12,624-96.1% |