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 5-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 | $9,840 | $67,823-85.5% | $52,425-81.2% | $137,256-92.8% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 17.29% | 219.11%-201.8pp | 302.12%-284.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,378 | $1,163+18.5% | $914+50.7% | $4,156-66.8% |
| Participant deferral / active EE | $1,583 | $2,288-30.8% | $1,790-11.6% | $6,407-75.3% |
| Admin fee / account holder | $826 | $2,844-71.0% | $2,495-66.9% | $12,270-93.3% |