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 5-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 | $2,389 | $70,606-96.6% | $53,898-95.6% | $142,382-98.3% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 152.01% | 619.81%-467.8pp | 528.60%-376.6pp | 217.08%-65.1pp |
| Employer contribution / active EE | $337 | $1,202-72.0% | $932-63.9% | $4,299-92.2% |
| Participant deferral / active EE | $404 | $2,364-82.9% | $1,826-77.9% | $6,507-93.8% |
| Admin fee / account holder | $2,797 | $2,852-1.9% | $2,491+12.3% | $12,624-77.8% |