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 | $5,579 | $30,400-81.6% | $53,898-89.6% | $84,808-93.4% |
| Participation rate | 56.7% | 46.4%+10.2pp | 55.0%+1.7pp | 68.3%-11.6pp |
| Annual return | 15.58% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $407 | $603-32.5% | $932-56.3% | $2,631-84.5% |
| Participant deferral / active EE | $1,097 | $1,199-8.4% | $1,826-39.9% | $4,212-73.9% |
| Admin fee / account holder | $1,250 | $1,993-37.3% | $2,491-49.8% | $7,344-83.0% |