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 | $30,252 | $30,400-0.5% | $53,898-43.9% | $84,808-64.3% |
| Participation rate | 31.6% | 46.4%-14.9pp | 55.0%-23.4pp | 68.3%-36.7pp |
| Annual return | 20.58% | 500.19%-479.6pp | 528.60%-508.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $482 | $603-20.0% | $932-48.3% | $2,631-81.7% |
| Participant deferral / active EE | $1,960 | $1,199+63.5% | $1,826+7.3% | $4,212-53.5% |
| Admin fee / account holder | $881 | $1,993-55.8% | $2,491-64.6% | $7,344-88.0% |