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 | $58,029 | $70,606-17.8% | $53,898+7.7% | $142,382-59.2% |
| Participation rate | 21.1% | 63.7%-42.7pp | 55.0%-33.9pp | 80.1%-59.1pp |
| Annual return | 13.67% | 619.81%-606.1pp | 528.60%-514.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $447 | $1,202-62.8% | $932-52.0% | $4,299-89.6% |
| Participant deferral / active EE | $2,132 | $2,364-9.8% | $1,826+16.8% | $6,507-67.2% |
| Admin fee / account holder | $642 | $2,852-77.5% | $2,491-74.2% | $12,624-94.9% |