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 | $20,027 | $65,561-69.5% | $86,188-76.8% | $75,163-73.4% |
| Participation rate | 61.9% | 60.5%+1.4pp | 69.0%-7.1pp | 67.2%-5.3pp |
| Annual return | 21.28% | 46.05%-24.8pp | 1168.45%-1147.2pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,509 | $1,553-2.8% | $2,380-36.6% | $2,670-43.5% |
| Participant deferral / active EE | $3,657 | $3,024+20.9% | $3,985-8.2% | $4,125-11.3% |
| Admin fee / account holder | $1,755 | $5,474-67.9% | $6,852-74.4% | $5,651-68.9% |