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 7-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 | $48,020 | $96,635-50.3% | $86,612-44.6% | $139,434-65.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 15.41% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,640 | $3,263+42.2% | $3,022+53.5% | $4,751-2.3% |
| Participant deferral / active EE | $11,880 | $4,836+145.7% | $4,438+167.7% | $6,710+77.0% |
| Admin fee / account holder | $8,529 | $6,408+33.1% | $5,614+51.9% | $11,403-25.2% |