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 | $67,823+50.9% | $52,425+95.2% | $137,256-25.4% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 22.47% | 219.11%-196.6pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,089 | $1,163-6.4% | $914+19.1% | $4,156-73.8% |
| Participant deferral / active EE | $5,222 | $2,288+128.2% | $1,790+191.7% | $6,407-18.5% |
| Admin fee / account holder | $411 | $2,844-85.5% | $2,495-83.5% | $12,270-96.7% |