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 | $153,005 | $57,281+167.1% | $86,612+76.7% | $75,163+103.6% |
| Participation rate | 61.3% | 63.2%-1.9pp | 71.7%-10.4pp | 67.2%-5.9pp |
| Annual return | 13.60% | 2670.75%-2657.1pp | 591.07%-577.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $782 | $2,314-66.2% | $3,022-74.1% | $2,670-70.7% |
| Participant deferral / active EE | $3,228 | $3,318-2.7% | $4,438-27.2% | $4,125-21.7% |
| Admin fee / account holder | $1,318 | $4,112-67.9% | $5,614-76.5% | $5,651-76.7% |