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 7-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 | $92,839 | $29,660+213.0% | $56,411+64.6% | $80,856+14.8% |
| Participation rate | 17.1% | 41.6%-24.5pp | 52.5%-35.4pp | 67.6%-50.5pp |
| Annual return | 13.81% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $397 | $669-40.7% | $1,039-61.8% | $2,755-85.6% |
| Participant deferral / active EE | $1,227 | $1,226+0.1% | $1,952-37.1% | $4,296-71.4% |
| Admin fee / account holder | $854 | $2,428-64.8% | $2,829-69.8% | $6,918-87.7% |