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 4-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 | $20,996 | $81,625-74.3% | $58,482-64.1% | $139,434-84.9% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 23.63% | 7404.20%-7380.6pp | 4239.32%-4215.7pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,112 | $1,398-20.5% | $1,053+5.5% | $4,751-76.6% |
| Participant deferral / active EE | $2,772 | $2,557+8.4% | $1,924+44.1% | $6,710-58.7% |
| Admin fee / account holder | $1,395 | $3,265-57.3% | $2,516-44.6% | $11,403-87.8% |