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 | $69,003 | $27,915+147.2% | $58,482+18.0% | $75,163-8.2% |
| Participation rate | 19.4% | 38.8%-19.4pp | 50.9%-31.5pp | 67.2%-47.8pp |
| Annual return | 19.18% | 44.20%-25.0pp | 4239.32%-4220.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $409 | $669-38.9% | $1,053-61.2% | $2,670-84.7% |
| Participant deferral / active EE | $989 | $1,201-17.7% | $1,924-48.6% | $4,125-76.0% |
| Admin fee / account holder | $1,400 | $1,726-18.8% | $2,516-44.3% | $5,651-75.2% |