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 | $11,442 | $96,635-88.2% | $86,612-86.8% | $139,434-91.8% |
| Participation rate | 58.8% | 74.4%-15.6pp | 71.7%-12.9pp | 80.3%-21.5pp |
| Annual return | 58.36% | 106.41%-48.1pp | 591.07%-532.7pp | 372.94%-314.6pp |
| Employer contribution / active EE | $718 | $3,263-78.0% | $3,022-76.2% | $4,751-84.9% |
| Participant deferral / active EE | $5,177 | $4,836+7.1% | $4,438+16.7% | $6,710-22.8% |
| Admin fee / account holder | $2,236 | $6,408-65.1% | $5,614-60.2% | $11,403-80.4% |