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 | $54,986 | $27,915+97.0% | $58,482-6.0% | $75,163-26.8% |
| Participation rate | 60.5% | 38.8%+21.7pp | 50.9%+9.7pp | 67.2%-6.7pp |
| Annual return | 20.01% | 44.20%-24.2pp | 4239.32%-4219.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,310 | $1,201+92.3% | $1,924+20.1% | $4,125-44.0% |
| Admin fee / account holder | $5,719 | $1,726+231.4% | $2,516+127.3% | $5,651+1.2% |