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 | $26,563 | $30,400-12.6% | $53,898-50.7% | $84,808-68.7% |
| Participation rate | 16.7% | 46.4%-29.8pp | 55.0%-38.3pp | 68.3%-51.6pp |
| Annual return | 17.85% | 500.19%-482.3pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $315 | $603-47.8% | $932-66.2% | $2,631-88.0% |
| Participant deferral / active EE | $1,104 | $1,199-7.9% | $1,826-39.6% | $4,212-73.8% |
| Admin fee / account holder | $1,453 | $1,993-27.1% | $2,491-41.7% | $7,344-80.2% |