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 | $74,132 | $70,606+5.0% | $53,898+37.5% | $142,382-47.9% |
| Participation rate | 27.3% | 63.7%-36.4pp | 55.0%-27.7pp | 80.1%-52.8pp |
| Annual return | 16.48% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $755 | $1,202-37.2% | $932-18.9% | $4,299-82.4% |
| Participant deferral / active EE | $3,460 | $2,364+46.4% | $1,826+89.5% | $6,507-46.8% |
| Admin fee / account holder | $509 | $2,852-82.2% | $2,491-79.6% | $12,624-96.0% |