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 | $23,490 | $65,561-64.2% | $86,188-72.7% | $75,163-68.7% |
| Participation rate | 60.7% | 60.5%+0.2pp | 69.0%-8.2pp | 67.2%-6.5pp |
| Annual return | 103.61% | 46.05%+57.6pp | 1168.45%-1064.8pp | 160.62%-57.0pp |
| Employer contribution / active EE | $2,175 | $1,553+40.1% | $2,380-8.6% | $2,670-18.5% |
| Participant deferral / active EE | $5,301 | $3,024+75.3% | $3,985+33.0% | $4,125+28.5% |
| Admin fee / account holder | $1,378 | $5,474-74.8% | $6,852-79.9% | $5,651-75.6% |