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 | $36,873 | $70,606-47.8% | $53,898-31.6% | $142,382-74.1% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 20.20% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $510 | $1,202-57.5% | $932-45.2% | $4,299-88.1% |
| Participant deferral / active EE | $4,997 | $2,364+111.4% | $1,826+173.6% | $6,507-23.2% |
| Admin fee / account holder | $509 | $2,852-82.2% | $2,491-79.6% | $12,624-96.0% |