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 | $59,877 | $49,922+19.9% | $80,569-25.7% | $75,163-20.3% |
| Participation rate | 34.2% | 55.3%-21.1pp | 67.0%-32.8pp | 67.2%-33.0pp |
| Annual return | 15.37% | 34.69%-19.3pp | 935.43%-920.1pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,022 | $2,990+68.0% | $4,447+12.9% | $4,125+21.8% |
| Admin fee / account holder | $12,368 | $3,577+245.8% | $5,377+130.0% | $5,651+118.9% |