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 7-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 | $64,817 | $70,606-8.2% | $53,898+20.3% | $142,382-54.5% |
| Participation rate | 21.7% | 63.7%-42.0pp | 55.0%-33.2pp | 80.1%-58.4pp |
| Annual return | 30.59% | 619.81%-589.2pp | 528.60%-498.0pp | 217.08%-186.5pp |
| Employer contribution / active EE | $827 | $1,202-31.2% | $932-11.3% | $4,299-80.8% |
| Participant deferral / active EE | $2,870 | $2,364+21.4% | $1,826+57.2% | $6,507-55.9% |
| Admin fee / account holder | $538 | $2,852-81.1% | $2,491-78.4% | $12,624-95.7% |