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 | $113,097 | $65,561+72.5% | $86,188+31.2% | $75,163+50.5% |
| Participation rate | 26.3% | 60.5%-34.2pp | 69.0%-42.6pp | 67.2%-40.9pp |
| Annual return | 14.54% | 46.05%-31.5pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,805 | $3,024-40.3% | $3,985-54.7% | $4,125-56.2% |
| Admin fee / account holder | $5,205 | $5,474-4.9% | $6,852-24.0% | $5,651-7.9% |