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 | $85,256 | $52,353+62.8% | $120,225-29.1% | $82,448+3.4% |
| Participation rate | 57.1% | 58.3%-1.2pp | 69.6%-12.4pp | 68.1%-10.9pp |
| Annual return | 14.04% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,779 | $1,510+17.8% | $3,475-48.8% | $2,551-30.3% |
| Participant deferral / active EE | $3,622 | $2,627+37.9% | $3,999-9.4% | $4,139-12.5% |
| Admin fee / account holder | $2,399 | $4,363-45.0% | $5,696-57.9% | $7,234-66.8% |