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 | $25,519 | $81,625-68.7% | $58,482-56.4% | $139,434-81.7% |
| Participation rate | 30.8% | 61.3%-30.6pp | 50.9%-20.1pp | 80.3%-49.5pp |
| Annual return | 32.72% | 7404.20%-7371.5pp | 4239.32%-4206.6pp | 372.94%-340.2pp |
| Employer contribution / active EE | $599 | $1,398-57.1% | $1,053-43.1% | $4,751-87.4% |
| Participant deferral / active EE | $3,758 | $2,557+47.0% | $1,924+95.3% | $6,710-44.0% |
| Admin fee / account holder | $454 | $3,265-86.1% | $2,516-81.9% | $11,403-96.0% |