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 | $13,308 | $30,400-56.2% | $53,898-75.3% | $84,808-84.3% |
| Participation rate | 61.1% | 46.4%+14.7pp | 55.0%+6.2pp | 68.3%-7.2pp |
| Annual return | 21.19% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $901 | $603+49.5% | $932-3.3% | $2,631-65.7% |
| Participant deferral / active EE | $1,362 | $1,199+13.6% | $1,826-25.4% | $4,212-67.7% |
| Admin fee / account holder | $712 | $1,993-64.3% | $2,491-71.4% | $7,344-90.3% |