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 | $5,561 | $30,400-81.7% | $53,898-89.7% | $84,808-93.4% |
| Participation rate | 68.8% | 46.4%+22.3pp | 55.0%+13.8pp | 68.3%+0.4pp |
| Annual return | 14.94% | 500.19%-485.2pp | 528.60%-513.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $371 | $603-38.5% | $932-60.2% | $2,631-85.9% |
| Participant deferral / active EE | $1,386 | $1,199+15.6% | $1,826-24.1% | $4,212-67.1% |
| Admin fee / account holder | $1,231 | $1,993-38.2% | $2,491-50.6% | $7,344-83.2% |