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 4-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 | $56,415 | $30,400+85.6% | $53,898+4.7% | $84,808-33.5% |
| Participation rate | 7.9% | 46.4%-38.5pp | 55.0%-47.1pp | 68.3%-60.4pp |
| Annual return | 24.72% | 500.19%-475.5pp | 528.60%-503.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $240 | $603-60.2% | $932-74.3% | $2,631-90.9% |
| Participant deferral / active EE | $1,102 | $1,199-8.0% | $1,826-39.6% | $4,212-73.8% |
| Admin fee / account holder | $1,000 | $1,993-49.8% | $2,491-59.8% | $7,344-86.4% |