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 6-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 | $47,672 | $30,400+56.8% | $53,898-11.6% | $84,808-43.8% |
| Participation rate | 25.9% | 46.4%-20.6pp | 55.0%-29.1pp | 68.3%-42.4pp |
| Annual return | 24.85% | 500.19%-475.3pp | 528.60%-503.8pp | 40.90%-16.0pp |
| Employer contribution / active EE | $397 | $603-34.1% | $932-57.4% | $2,631-84.9% |
| Participant deferral / active EE | $1,222 | $1,199+1.9% | $1,826-33.1% | $4,212-71.0% |
| Admin fee / account holder | $1,701 | $1,993-14.6% | $2,491-31.7% | $7,344-76.8% |