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 | $24,136 | $70,606-65.8% | $53,898-55.2% | $142,382-83.0% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | 15.61% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $325 | $1,202-73.0% | $932-65.2% | $4,299-92.5% |
| Participant deferral / active EE | $714 | $2,364-69.8% | $1,826-60.9% | $6,507-89.0% |
| Admin fee / account holder | $391 | $2,852-86.3% | $2,491-84.3% | $12,624-96.9% |