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 | $38,963 | $30,400+28.2% | $53,898-27.7% | $84,808-54.1% |
| Participation rate | 6.7% | 46.4%-39.8pp | 55.0%-48.3pp | 68.3%-61.6pp |
| Annual return | 18.19% | 500.19%-482.0pp | 528.60%-510.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $148 | $603-75.4% | $932-84.1% | $2,631-94.4% |
| Participant deferral / active EE | $287 | $1,199-76.1% | $1,826-84.3% | $4,212-93.2% |
| Admin fee / account holder | $11,794 | $1,993+491.7% | $2,491+373.5% | $7,344+60.6% |