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 3-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 | $11,609 | $70,606-83.6% | $53,898-78.5% | $142,382-91.8% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 18.21% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $587 | $1,202-51.2% | $932-37.0% | $4,299-86.4% |
| Participant deferral / active EE | $3,489 | $2,364+47.6% | $1,826+91.0% | $6,507-46.4% |
| Admin fee / account holder | $822 | $2,852-71.2% | $2,491-67.0% | $12,624-93.5% |