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 | $52,009 | $59,417-12.5% | $93,606-44.4% | $74,495-30.2% |
| Participation rate | 66.0% | 59.7%+6.3pp | 68.7%-2.7pp | 67.2%-1.2pp |
| Annual return | 27.47% | 81.83%-54.4pp | 133.20%-105.7pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $1,440 | $1,264+14.0% | $2,420-40.5% | $2,623-45.1% |
| Participant deferral / active EE | $2,508 | $3,050-17.8% | $4,411-43.2% | $4,346-42.3% |
| Admin fee / account holder | $2,444 | $3,021-19.1% | $8,285-70.5% | $1,942+25.9% |