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 | $96,556 | $65,561+47.3% | $86,188+12.0% | $75,163+28.5% |
| Participation rate | 41.9% | 60.5%-18.6pp | 69.0%-27.0pp | 67.2%-25.3pp |
| Annual return | 17.92% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $366 | $1,553-76.4% | $2,380-84.6% | $2,670-86.3% |
| Participant deferral / active EE | $2,675 | $3,024-11.5% | $3,985-32.9% | $4,125-35.2% |
| Admin fee / account holder | $2,290 | $5,474-58.2% | $6,852-66.6% | $5,651-59.5% |