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 | $6,756 | $30,400-77.8% | $53,898-87.5% | $84,808-92.0% |
| Participation rate | 59.4% | 46.4%+12.9pp | 55.0%+4.4pp | 68.3%-8.9pp |
| Annual return | 20.43% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $885 | $603+46.9% | $932-5.0% | $2,631-66.4% |
| Participant deferral / active EE | $1,448 | $1,199+20.8% | $1,826-20.7% | $4,212-65.6% |
| Admin fee / account holder | $408 | $1,993-79.5% | $2,491-83.6% | $7,344-94.4% |