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 | $30,247 | $67,823-55.4% | $52,425-42.3% | $137,256-78.0% |
| Participation rate | 47.1% | 63.9%-16.8pp | 55.6%-8.6pp | 80.0%-32.9pp |
| Annual return | 33.39% | 219.11%-185.7pp | 302.12%-268.7pp | 220.34%-186.9pp |
| Employer contribution / active EE | $1,854 | $1,163+59.5% | $914+102.8% | $4,156-55.4% |
| Participant deferral / active EE | $9,548 | $2,288+317.3% | $1,790+433.3% | $6,407+49.0% |
| Admin fee / account holder | $396 | $2,844-86.1% | $2,495-84.1% | $12,270-96.8% |