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 | $142,160 | $70,606+101.3% | $53,898+163.8% | $142,382-0.2% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 18.03% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,083 | $1,202-9.9% | $932+16.2% | $4,299-74.8% |
| Participant deferral / active EE | $1,590 | $2,364-32.7% | $1,826-12.9% | $6,507-75.6% |
| Admin fee / account holder | $704 | $2,852-75.3% | $2,491-71.7% | $12,624-94.4% |