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 3-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 | $94,385 | $67,823+39.2% | $52,425+80.0% | $137,256-31.2% |
| Participation rate | 4.8% | 63.9%-59.1pp | 55.6%-50.9pp | 80.0%-75.2pp |
| Annual return | 21.96% | 219.11%-197.1pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $189 | $1,163-83.7% | $914-79.3% | $4,156-95.4% |
| Participant deferral / active EE | $1,197 | $2,288-47.7% | $1,790-33.1% | $6,407-81.3% |
| Admin fee / account holder | $5,762 | $2,844+102.6% | $2,495+131.0% | $12,270-53.0% |