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 | $16,994 | $30,400-44.1% | $53,898-68.5% | $84,808-80.0% |
| Participation rate | 55.6% | 46.4%+9.1pp | 55.0%+0.6pp | 68.3%-12.8pp |
| Annual return | 21.67% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $653 | $603+8.3% | $932-30.0% | $2,631-75.2% |
| Participant deferral / active EE | $1,917 | $1,199+59.9% | $1,826+4.9% | $4,212-54.5% |
| Admin fee / account holder | $689 | $1,993-65.4% | $2,491-72.3% | $7,344-90.6% |