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 | $95,491 | $70,606+35.2% | $53,898+77.2% | $142,382-32.9% |
| Participation rate | 34.8% | 63.7%-28.9pp | 55.0%-20.2pp | 80.1%-45.3pp |
| Annual return | 17.49% | 619.81%-602.3pp | 528.60%-511.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $747 | $1,202-37.8% | $932-19.8% | $4,299-82.6% |
| Participant deferral / active EE | $3,159 | $2,364+33.6% | $1,826+73.0% | $6,507-51.5% |
| Admin fee / account holder | $483 | $2,852-83.1% | $2,491-80.6% | $12,624-96.2% |