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 | $54,173 | $30,400+78.2% | $53,898+0.5% | $84,808-36.1% |
| Participation rate | 26.9% | 46.4%-19.5pp | 55.0%-28.0pp | 68.3%-41.4pp |
| Annual return | 20.49% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $834 | $603+38.4% | $932-10.5% | $2,631-68.3% |
| Participant deferral / active EE | $2,253 | $1,199+88.0% | $1,826+23.4% | $4,212-46.5% |
| Admin fee / account holder | $1,663 | $1,993-16.6% | $2,491-33.2% | $7,344-77.4% |