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 5-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 | $115,986 | $29,660+291.1% | $56,411+105.6% | $80,856+43.4% |
| Participation rate | 28.9% | 41.6%-12.7pp | 52.5%-23.5pp | 67.6%-38.7pp |
| Annual return | 12.08% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $557 | $669-16.7% | $1,039-46.3% | $2,755-79.8% |
| Participant deferral / active EE | $1,751 | $1,226+42.9% | $1,952-10.3% | $4,296-59.2% |
| Admin fee / account holder | $16,666 | $2,428+586.5% | $2,829+489.2% | $6,918+140.9% |