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 | $67,736 | $70,606-4.1% | $53,898+25.7% | $142,382-52.4% |
| Participation rate | 21.4% | 63.7%-42.3pp | 55.0%-33.5pp | 80.1%-58.7pp |
| Annual return | 16.45% | 619.81%-603.4pp | 528.60%-512.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $727 | $1,202-39.5% | $932-22.0% | $4,299-83.1% |
| Participant deferral / active EE | $3,727 | $2,364+57.7% | $1,826+104.1% | $6,507-42.7% |
| Admin fee / account holder | $561 | $2,852-80.3% | $2,491-77.5% | $12,624-95.6% |