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 3-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 | $18,165 | $70,606-74.3% | $53,898-66.3% | $142,382-87.2% |
| Participation rate | 64.7% | 63.7%+1.0pp | 55.0%+9.7pp | 80.1%-15.4pp |
| Annual return | 26.02% | 619.81%-593.8pp | 528.60%-502.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $866 | $1,202-28.0% | $932-7.1% | $4,299-79.9% |
| Participant deferral / active EE | $5,058 | $2,364+114.0% | $1,826+177.0% | $6,507-22.3% |
| Admin fee / account holder | $511 | $2,852-82.1% | $2,491-79.5% | $12,624-96.0% |