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 6-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 | $57,423 | $27,915+105.7% | $58,482-1.8% | $75,163-23.6% |
| Participation rate | 19.0% | 38.8%-19.9pp | 50.9%-31.9pp | 67.2%-48.2pp |
| Annual return | 20.23% | 44.20%-24.0pp | 4239.32%-4219.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $407 | $669-39.2% | $1,053-61.4% | $2,670-84.8% |
| Participant deferral / active EE | $1,454 | $1,201+21.1% | $1,924-24.4% | $4,125-64.7% |
| Admin fee / account holder | $1,588 | $1,726-8.0% | $2,516-36.9% | $5,651-71.9% |