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 | $218,735 | $54,558+300.9% | $76,002+187.8% | $74,546+193.4% |
| Participation rate | 43.9% | 60.3%-16.4pp | 69.1%-25.2pp | 67.2%-23.3pp |
| Annual return | 48.49% | 31.83%+16.7pp | 360.07%-311.6pp | 1366.03%-1317.5pp |
| Employer contribution / active EE | $805 | $1,778-54.7% | $2,688-70.0% | $2,624-69.3% |
| Participant deferral / active EE | $1,407 | $3,065-54.1% | $4,257-66.9% | $4,347-67.6% |
| Admin fee / account holder | $6,140 | $2,232+175.1% | $6,414-4.3% | $1,944+215.9% |