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 | $101,635 | $29,660+242.7% | $56,411+80.2% | $80,856+25.7% |
| Participation rate | 3.6% | 41.6%-38.0pp | 52.5%-48.8pp | 67.6%-64.0pp |
| Annual return | 11.49% | 35.23%-23.7pp | 1701.33%-1689.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $285 | $669-57.4% | $1,039-72.6% | $2,755-89.7% |
| Participant deferral / active EE | $447 | $1,226-63.5% | $1,952-77.1% | $4,296-89.6% |
| Admin fee / account holder | $867 | $2,428-64.3% | $2,829-69.4% | $6,918-87.5% |