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 3-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 | $23,119 | $70,606-67.3% | $53,898-57.1% | $142,382-83.8% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 22.12% | 619.81%-597.7pp | 528.60%-506.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $950 | $1,202-21.0% | $932+1.9% | $4,299-77.9% |
| Participant deferral / active EE | $2,687 | $2,364+13.7% | $1,826+47.1% | $6,507-58.7% |
| Admin fee / account holder | $488 | $2,852-82.9% | $2,491-80.4% | $12,624-96.1% |