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 | $51,377 | $49,173+4.5% | $121,098-57.6% | $75,163-31.6% |
| Participation rate | 31.1% | 55.4%-24.3pp | 69.5%-38.4pp | 67.2%-36.1pp |
| Annual return | 13.70% | 55.99%-42.3pp | 985.75%-972.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $779 | $1,546-49.6% | $4,164-81.3% | $2,670-70.8% |
| Participant deferral / active EE | $1,784 | $2,628-32.1% | $4,080-56.3% | $4,125-56.8% |
| Admin fee / account holder | $4,565 | $3,942+15.8% | $5,644-19.1% | $5,651-19.2% |