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 | $18,743 | $30,400-38.3% | $53,898-65.2% | $84,808-77.9% |
| Participation rate | 48.4% | 46.4%+1.9pp | 55.0%-6.6pp | 68.3%-19.9pp |
| Annual return | 78.79% | 500.19%-421.4pp | 528.60%-449.8pp | 40.90%+37.9pp |
| Employer contribution / active EE | $648 | $603+7.5% | $932-30.5% | $2,631-75.4% |
| Participant deferral / active EE | $2,356 | $1,199+96.5% | $1,826+29.0% | $4,212-44.1% |
| Admin fee / account holder | $530 | $1,993-73.4% | $2,491-78.7% | $7,344-92.8% |