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 | $64,443 | $29,319+119.8% | $52,425+22.9% | $82,448-21.8% |
| Participation rate | 5.4% | 46.9%-41.4pp | 55.6%-50.2pp | 68.1%-62.7pp |
| Annual return | 18.14% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $120 | $586-79.5% | $914-86.8% | $2,551-95.3% |
| Participant deferral / active EE | $767 | $1,171-34.5% | $1,790-57.2% | $4,139-81.5% |
| Admin fee / account holder | $3,763 | $1,962+91.8% | $2,495+50.8% | $7,234-48.0% |