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 | $27,997 | $70,606-60.3% | $53,898-48.1% | $142,382-80.3% |
| Participation rate | 61.5% | 63.7%-2.2pp | 55.0%+6.6pp | 80.1%-18.6pp |
| Annual return | 25.42% | 619.81%-594.4pp | 528.60%-503.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $994 | $1,202-17.3% | $932+6.7% | $4,299-76.9% |
| Participant deferral / active EE | $4,532 | $2,364+91.7% | $1,826+148.2% | $6,507-30.4% |
| Admin fee / account holder | $880 | $2,852-69.2% | $2,491-64.7% | $12,624-93.0% |