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 9-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 | $82,875 | $65,561+26.4% | $86,188-3.8% | $75,163+10.3% |
| Participation rate | 47.5% | 60.5%-12.9pp | 69.0%-21.4pp | 67.2%-19.7pp |
| Annual return | 15.16% | 46.05%-30.9pp | 1168.45%-1153.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,815 | $1,553+16.9% | $2,380-23.7% | $2,670-32.0% |
| Participant deferral / active EE | $4,203 | $3,024+39.0% | $3,985+5.5% | $4,125+1.9% |
| Admin fee / account holder | $2,570 | $5,474-53.1% | $6,852-62.5% | $5,651-54.5% |