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 6-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 | $136,271 | $70,606+93.0% | $53,898+152.8% | $142,382-4.3% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 17.83% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,371 | $1,202+14.0% | $932+47.1% | $4,299-68.1% |
| Participant deferral / active EE | $2,285 | $2,364-3.4% | $1,826+25.1% | $6,507-64.9% |
| Admin fee / account holder | $33,408 | $2,852+1071.6% | $2,491+1241.3% | $12,624+164.6% |