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 | $46,827 | $70,606-33.7% | $53,898-13.1% | $142,382-67.1% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 17.88% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,080 | $1,202-10.2% | $932+15.8% | $4,299-74.9% |
| Participant deferral / active EE | $3,455 | $2,364+46.2% | $1,826+89.2% | $6,507-46.9% |
| Admin fee / account holder | $418 | $2,852-85.3% | $2,491-83.2% | $12,624-96.7% |