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 | $58,600 | $27,915+109.9% | $58,482+0.2% | $75,163-22.0% |
| Participation rate | 14.8% | 38.8%-24.0pp | 50.9%-36.0pp | 67.2%-52.4pp |
| Annual return | 16.75% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,827 | $1,201+218.6% | $1,924+98.9% | $4,125-7.2% |
| Admin fee / account holder | $15,499 | $1,726+798.1% | $2,516+516.0% | $5,651+174.3% |