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 | $108,707 | $70,606+54.0% | $53,898+101.7% | $142,382-23.7% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 25.02% | 619.81%-594.8pp | 528.60%-503.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $605 | $1,202-49.6% | $932-35.0% | $4,299-85.9% |
| Participant deferral / active EE | $2,342 | $2,364-0.9% | $1,826+28.3% | $6,507-64.0% |
| Admin fee / account holder | $427 | $2,852-85.0% | $2,491-82.9% | $12,624-96.6% |