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 | $73,351 | $27,915+162.8% | $58,482+25.4% | $75,163-2.4% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.0pp |
| Annual return | 37.25% | 44.20%-7.0pp | 4239.32%-4202.1pp | 160.62%-123.4pp |
| Employer contribution / active EE | $222 | $669-66.9% | $1,053-79.0% | $2,670-91.7% |
| Participant deferral / active EE | $1,607 | $1,201+33.8% | $1,924-16.5% | $4,125-61.0% |
| Admin fee / account holder | $542 | $1,726-68.6% | $2,516-78.5% | $5,651-90.4% |