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 | $130,262 | $70,606+84.5% | $53,898+141.7% | $142,382-8.5% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 12.08% | 619.81%-607.7pp | 528.60%-516.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $553 | $1,202-54.0% | $932-40.7% | $4,299-87.1% |
| Participant deferral / active EE | $2,072 | $2,364-12.4% | $1,826+13.4% | $6,507-68.2% |
| Admin fee / account holder | $4,326 | $2,852+51.7% | $2,491+73.7% | $12,624-65.7% |