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 3-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 | $62,044 | $70,606-12.1% | $53,898+15.1% | $142,382-56.4% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | 13.54% | 619.81%-606.3pp | 528.60%-515.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,000 | $1,202-16.8% | $932+7.3% | $4,299-76.7% |
| Participant deferral / active EE | $8,326 | $2,364+252.2% | $1,826+355.9% | $6,507+27.9% |
| Admin fee / account holder | $564 | $2,852-80.2% | $2,491-77.3% | $12,624-95.5% |