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 | $57,378 | $76,738-25.2% | $56,411+1.7% | $145,922-60.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 11.72% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,144 | $1,380-17.1% | $1,039+10.1% | $4,660-75.5% |
| Participant deferral / active EE | $6,344 | $2,623+141.9% | $1,952+225.0% | $6,688-5.1% |
| Admin fee / account holder | $733 | $3,334-78.0% | $2,829-74.1% | $13,397-94.5% |