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 | $50,885 | $96,305-47.2% | $80,569-36.8% | $139,434-63.5% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 18.19% | 1350.08%-1331.9pp | 935.43%-917.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,294 | $3,262-29.7% | $2,723-15.8% | $4,751-51.7% |
| Participant deferral / active EE | $5,702 | $5,232+9.0% | $4,447+28.2% | $6,710-15.0% |
| Admin fee / account holder | $415 | $6,599-93.7% | $5,377-92.3% | $11,403-96.4% |