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 | $102,353 | $70,606+45.0% | $53,898+89.9% | $142,382-28.1% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 22.47% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,089 | $1,202-9.4% | $932+16.8% | $4,299-74.7% |
| Participant deferral / active EE | $5,222 | $2,364+120.9% | $1,826+186.0% | $6,507-19.7% |
| Admin fee / account holder | $411 | $2,852-85.6% | $2,491-83.5% | $12,624-96.7% |