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 6-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 | $28,456 | $30,400-6.4% | $53,898-47.2% | $84,808-66.4% |
| Participation rate | 56.6% | 46.4%+10.2pp | 55.0%+1.6pp | 68.3%-11.7pp |
| Annual return | 16.33% | 500.19%-483.9pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $805 | $603+33.5% | $932-13.7% | $2,631-69.4% |
| Participant deferral / active EE | $2,060 | $1,199+71.8% | $1,826+12.8% | $4,212-51.1% |
| Admin fee / account holder | $2,110 | $1,993+5.9% | $2,491-15.3% | $7,344-71.3% |