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 | $11,550 | $70,606-83.6% | $53,898-78.6% | $142,382-91.9% |
| Participation rate | 41.2% | 63.7%-22.5pp | 55.0%-13.8pp | 80.1%-38.9pp |
| Annual return | 9.87% | 619.81%-609.9pp | 528.60%-518.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $682 | $1,202-43.3% | $932-26.8% | $4,299-84.1% |
| Participant deferral / active EE | $1,529 | $2,364-35.3% | $1,826-16.3% | $6,507-76.5% |
| Admin fee / account holder | $12,145 | $2,852+325.9% | $2,491+387.6% | $12,624-3.8% |