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 | $109,602 | $70,606+55.2% | $53,898+103.4% | $142,382-23.0% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 18.32% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,440 | $1,202+19.8% | $932+54.5% | $4,299-66.5% |
| Participant deferral / active EE | $5,418 | $2,364+129.2% | $1,826+196.7% | $6,507-16.7% |
| Admin fee / account holder | $1,611 | $2,852-43.5% | $2,491-35.3% | $12,624-87.2% |