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 | $21,280 | $210,648-89.9% | $177,989-88.0% | $145,922-85.4% |
| Participation rate | 47.8% | 80.8%-32.9pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 16.42% | 385.86%-369.4pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,724 | $4,565-62.2% | $3,949-56.3% | $4,660-63.0% |
| Participant deferral / active EE | $2,999 | $6,958-56.9% | $6,276-52.2% | $6,688-55.2% |
| Admin fee / account holder | $571 | $12,013-95.2% | $10,363-94.5% | $13,397-95.7% |