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 5-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 | $63,720 | $30,400+109.6% | $53,898+18.2% | $84,808-24.9% |
| Participation rate | 20.5% | 46.4%-25.9pp | 55.0%-34.4pp | 68.3%-47.8pp |
| Annual return | 20.56% | 500.19%-479.6pp | 528.60%-508.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $343 | $603-43.0% | $932-63.2% | $2,631-87.0% |
| Participant deferral / active EE | $900 | $1,199-24.9% | $1,826-50.7% | $4,212-78.6% |
| Admin fee / account holder | $4,022 | $1,993+101.8% | $2,491+61.5% | $7,344-45.2% |