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 | $16,849 | $30,400-44.6% | $53,898-68.7% | $84,808-80.1% |
| Participation rate | 49.1% | 46.4%+2.6pp | 55.0%-5.9pp | 68.3%-19.3pp |
| Annual return | 18.91% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $704 | $603+16.9% | $932-24.4% | $2,631-73.2% |
| Participant deferral / active EE | $1,108 | $1,199-7.6% | $1,826-39.3% | $4,212-73.7% |
| Admin fee / account holder | $2,443 | $1,993+22.5% | $2,491-1.9% | $7,344-66.7% |