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 | $49,937 | $29,319+70.3% | $52,425-4.7% | $82,448-39.4% |
| Participation rate | 15.2% | 46.9%-31.6pp | 55.6%-40.4pp | 68.1%-52.9pp |
| Annual return | 17.13% | 535.20%-518.1pp | 302.12%-285.0pp | 41.64%-24.5pp |
| Employer contribution / active EE | $530 | $586-9.6% | $914-42.0% | $2,551-79.2% |
| Participant deferral / active EE | $2,182 | $1,171+86.3% | $1,790+21.9% | $4,139-47.3% |
| Admin fee / account holder | $12,036 | $1,962+513.4% | $2,495+382.4% | $7,234+66.4% |