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 | $172,218 | $126,574+36.1% | $106,213+62.1% | $145,922+18.0% |
| Participation rate | 35.0% | 77.6%-42.6pp | 75.3%-40.3pp | 80.3%-45.3pp |
| Annual return | 127.93% | 224.79%-96.9pp | 116.14%+11.8pp | 561.29%-433.4pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,085 | $5,724-63.6% | $5,016-58.4% | $6,688-68.8% |
| Admin fee / account holder | $345 | $17,304-98.0% | $11,033-96.9% | $13,397-97.4% |