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 | $5,942 | $30,400-80.5% | $53,898-89.0% | $84,808-93.0% |
| Participation rate | 59.0% | 46.4%+12.5pp | 55.0%+4.0pp | 68.3%-9.3pp |
| Annual return | 24.31% | 500.19%-475.9pp | 528.60%-504.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $899 | $603+49.1% | $932-3.6% | $2,631-65.8% |
| Participant deferral / active EE | $1,017 | $1,199-15.1% | $1,826-44.3% | $4,212-75.9% |
| Admin fee / account holder | $843 | $1,993-57.7% | $2,491-66.2% | $7,344-88.5% |