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 5-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 | $65,201 | $70,606-7.7% | $53,898+21.0% | $142,382-54.2% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 23.98% | 619.81%-595.8pp | 528.60%-504.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $491 | $1,202-59.1% | $932-47.3% | $4,299-88.6% |
| Participant deferral / active EE | $1,920 | $2,364-18.8% | $1,826+5.1% | $6,507-70.5% |
| Admin fee / account holder | $3,023 | $2,852+6.0% | $2,491+21.4% | $12,624-76.1% |