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 4-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 | $92,033 | $70,606+30.3% | $53,898+70.8% | $142,382-35.4% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 13.87% | 619.81%-605.9pp | 528.60%-514.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $486 | $1,202-59.6% | $932-47.9% | $4,299-88.7% |
| Participant deferral / active EE | $6,437 | $2,364+172.3% | $1,826+252.5% | $6,507-1.1% |
| Admin fee / account holder | $1,962 | $2,852-31.2% | $2,491-21.2% | $12,624-84.5% |