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 | $9,607 | $81,625-88.2% | $58,482-83.6% | $139,434-93.1% |
| Participation rate | 43.5% | 61.3%-17.9pp | 50.9%-7.4pp | 80.3%-36.8pp |
| Annual return | 20.47% | 7404.20%-7383.7pp | 4239.32%-4218.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $837 | $1,398-40.2% | $1,053-20.6% | $4,751-82.4% |
| Participant deferral / active EE | $2,099 | $2,557-17.9% | $1,924+9.1% | $6,710-68.7% |
| Admin fee / account holder | $2,402 | $3,265-26.4% | $2,516-4.5% | $11,403-78.9% |