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 | $85,039 | $44,984+89.0% | $85,0090% | $74,546+14.1% |
| Participation rate | 39.3% | 49.4%-10.1pp | 67.5%-28.2pp | 67.2%-27.9pp |
| Annual return | 17.55% | 26.25%-8.7pp | 66.47%-48.9pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,336 | $2,733+58.6% | $4,522-4.1% | $4,347-0.3% |
| Admin fee / account holder | $5,510 | $2,208+149.6% | $6,153-10.4% | $1,944+183.5% |