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 | $179,692 | $70,606+154.5% | $53,898+233.4% | $142,382+26.2% |
| Participation rate | 18.2% | 63.7%-45.5pp | 55.0%-36.8pp | 80.1%-61.9pp |
| Annual return | 18.05% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $945 | $1,202-21.4% | $932+1.3% | $4,299-78.0% |
| Participant deferral / active EE | $964 | $2,364-59.2% | $1,826-47.2% | $6,507-85.2% |
| Admin fee / account holder | $3,058 | $2,852+7.2% | $2,491+22.8% | $12,624-75.8% |