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 | $55,663 | $70,606-21.2% | $53,898+3.3% | $142,382-60.9% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 14.78% | 619.81%-605.0pp | 528.60%-513.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $119 | $1,202-90.1% | $932-87.2% | $4,299-97.2% |
| Participant deferral / active EE | $571 | $2,364-75.8% | $1,826-68.7% | $6,507-91.2% |
| Admin fee / account holder | $4,921 | $2,852+72.6% | $2,491+97.6% | $12,624-61.0% |