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 | $74,185 | $70,606+5.1% | $53,898+37.6% | $142,382-47.9% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 14.13% | 619.81%-605.7pp | 528.60%-514.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $804 | $1,202-33.1% | $932-13.8% | $4,299-81.3% |
| Participant deferral / active EE | $3,224 | $2,364+36.4% | $1,826+76.5% | $6,507-50.5% |
| Admin fee / account holder | $3,917 | $2,852+37.4% | $2,491+57.3% | $12,624-69.0% |