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 5-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 | $53,538 | $30,400+76.1% | $53,898-0.7% | $84,808-36.9% |
| Participation rate | 16.1% | 46.4%-30.3pp | 55.0%-38.8pp | 68.3%-52.2pp |
| Annual return | 17.48% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $488 | $603-19.1% | $932-47.7% | $2,631-81.5% |
| Participant deferral / active EE | $1,643 | $1,199+37.1% | $1,826-10.1% | $4,212-61.0% |
| Admin fee / account holder | $1,130 | $1,993-43.3% | $2,491-54.6% | $7,344-84.6% |