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 | $30,400+112.0% | $53,898+19.6% | $84,808-24.0% |
| Participation rate | 5.4% | 46.4%-41.0pp | 55.0%-49.6pp | 68.3%-62.9pp |
| Annual return | 18.14% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $120 | $603-80.0% | $932-87.1% | $2,631-95.4% |
| Participant deferral / active EE | $767 | $1,199-36.0% | $1,826-58.0% | $4,212-81.8% |
| Admin fee / account holder | $3,763 | $1,993+88.8% | $2,491+51.1% | $7,344-48.8% |