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 4-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 | $29,126 | $70,606-58.7% | $53,898-46.0% | $142,382-79.5% |
| Participation rate | 36.8% | 63.7%-26.9pp | 55.0%-18.1pp | 80.1%-43.3pp |
| Annual return | 10.38% | 619.81%-609.4pp | 528.60%-518.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $603 | $1,202-49.8% | $932-35.3% | $4,299-86.0% |
| Participant deferral / active EE | $1,509 | $2,364-36.2% | $1,826-17.4% | $6,507-76.8% |
| Admin fee / account holder | $303 | $2,852-89.4% | $2,491-87.9% | $12,624-97.6% |