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 | $53,762 | $30,400+76.8% | $53,898-0.3% | $84,808-36.6% |
| Participation rate | 15.4% | 46.4%-31.1pp | 55.0%-39.6pp | 68.3%-52.9pp |
| Annual return | 20.05% | 500.19%-480.1pp | 528.60%-508.6pp | 40.90%-20.8pp |
| Employer contribution / active EE | $394 | $603-34.6% | $932-57.7% | $2,631-85.0% |
| Participant deferral / active EE | $1,055 | $1,199-12.0% | $1,826-42.2% | $4,212-74.9% |
| Admin fee / account holder | $3,234 | $1,993+62.2% | $2,491+29.8% | $7,344-56.0% |