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 8-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 | $51,037 | $27,915+82.8% | $58,482-12.7% | $75,163-32.1% |
| Participation rate | 27.4% | 38.8%-11.4pp | 50.9%-23.4pp | 67.2%-39.8pp |
| Annual return | 15.75% | 44.20%-28.5pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $520 | $669-22.3% | $1,053-50.7% | $2,670-80.5% |
| Participant deferral / active EE | $882 | $1,201-26.6% | $1,924-54.1% | $4,125-78.6% |
| Admin fee / account holder | $3,041 | $1,726+76.2% | $2,516+20.9% | $5,651-46.2% |