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 | $57,024 | $48,335+18.0% | $121,098-52.9% | $71,457-20.2% |
| Participation rate | 46.0% | 54.3%-8.3pp | 69.5%-23.5pp | 67.9%-22.0pp |
| Annual return | 23.23% | 23.32%-0.1pp | 985.75%-962.5pp | 28.85%-5.6pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,842 | $2,754+184.8% | $4,080+92.2% | $4,289+82.9% |
| Admin fee / account holder | $4,665 | $1,841+153.5% | $5,644-17.3% | $1,587+193.9% |