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 5-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 | $35,095 | $30,400+15.4% | $53,898-34.9% | $84,808-58.6% |
| Participation rate | 27.1% | 46.4%-19.4pp | 55.0%-27.9pp | 68.3%-41.2pp |
| Annual return | 15.39% | 500.19%-484.8pp | 528.60%-513.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,564 | $603+159.5% | $932+67.8% | $2,631-40.5% |
| Participant deferral / active EE | $2,734 | $1,199+128.1% | $1,826+49.7% | $4,212-35.1% |
| Admin fee / account holder | $3,666 | $1,993+83.9% | $2,491+47.2% | $7,344-50.1% |