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 | $66,631 | $70,606-5.6% | $53,898+23.6% | $142,382-53.2% |
| Participation rate | 30.8% | 63.7%-32.9pp | 55.0%-24.2pp | 80.1%-49.4pp |
| Annual return | 22.74% | 619.81%-597.1pp | 528.60%-505.9pp | 217.08%-194.3pp |
| Employer contribution / active EE | $783 | $1,202-34.9% | $932-16.0% | $4,299-81.8% |
| Participant deferral / active EE | $4,060 | $2,364+71.7% | $1,826+122.3% | $6,507-37.6% |
| Admin fee / account holder | $1,725 | $2,852-39.5% | $2,491-30.8% | $12,624-86.3% |