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 6-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 | $12,124 | $108,172-88.8% | $77,482-84.4% | $158,922-92.4% |
| Participation rate | 64.3% | 64.4%-0.1pp | 54.2%+10.1pp | 82.0%-17.7pp |
| Annual return | 120.96% | 31.67%+89.3pp | 54.79%+66.2pp | 302.83%-181.9pp |
| Employer contribution / active EE | $1,112 | $1,325-16.1% | $986+12.7% | $4,761-76.6% |
| Participant deferral / active EE | $2,953 | $2,456+20.2% | $1,861+58.6% | $5,982-50.6% |
| Admin fee / account holder | $1,271 | $3,708-65.7% | $2,858-55.5% | $11,246-88.7% |