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 | $51,379 | $30,400+69.0% | $53,898-4.7% | $84,808-39.4% |
| Participation rate | 8.3% | 46.4%-38.1pp | 55.0%-46.6pp | 68.3%-60.0pp |
| Annual return | 21.91% | 500.19%-478.3pp | 528.60%-506.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $176 | $603-70.8% | $932-81.1% | $2,631-93.3% |
| Participant deferral / active EE | $1,127 | $1,199-6.0% | $1,826-38.3% | $4,212-73.2% |
| Admin fee / account holder | $1,935 | $1,993-3.0% | $2,491-22.3% | $7,344-73.7% |