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 | $74,301 | $76,738-3.2% | $56,411+31.7% | $145,922-49.1% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.7pp | 80.3%-58.5pp |
| Annual return | 14.82% | 2994.23%-2979.4pp | 1701.33%-1686.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $653 | $1,380-52.7% | $1,039-37.2% | $4,660-86.0% |
| Participant deferral / active EE | $2,821 | $2,623+7.6% | $1,952+44.5% | $6,688-57.8% |
| Admin fee / account holder | $2,734 | $3,334-18.0% | $2,829-3.4% | $13,397-79.6% |