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 | $10,859 | $29,319-63.0% | $52,425-79.3% | $82,448-86.8% |
| Participation rate | 69.2% | 46.9%+22.4pp | 55.6%+13.6pp | 68.1%+1.2pp |
| Annual return | 14.78% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,716 | $586+192.5% | $914+87.7% | $2,551-32.7% |
| Participant deferral / active EE | $1,542 | $1,171+31.6% | $1,790-13.9% | $4,139-62.7% |
| Admin fee / account holder | $3,572 | $1,962+82.0% | $2,495+43.2% | $7,234-50.6% |