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 | $29,319-2.9% | $52,425-45.7% | $82,448-65.5% |
| Participation rate | 56.6% | 46.9%+9.7pp | 55.6%+1.0pp | 68.1%-11.5pp |
| Annual return | 16.33% | 535.20%-518.9pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $805 | $586+37.2% | $914-12.0% | $2,551-68.5% |
| Participant deferral / active EE | $2,060 | $1,171+75.9% | $1,790+15.0% | $4,139-50.2% |
| Admin fee / account holder | $2,110 | $1,962+7.5% | $2,495-15.4% | $7,234-70.8% |