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 | $34,360 | $76,738-55.2% | $56,411-39.1% | $145,922-76.5% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.8pp | 80.3%-11.0pp |
| Annual return | 16.20% | 2994.23%-2978.0pp | 1701.33%-1685.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,627 | $1,380+90.4% | $1,039+152.9% | $4,660-43.6% |
| Participant deferral / active EE | $5,092 | $2,623+94.2% | $1,952+160.9% | $6,688-23.9% |
| Admin fee / account holder | $1,178 | $3,334-64.7% | $2,829-58.3% | $13,397-91.2% |