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 | $78,766 | $29,319+168.6% | $52,425+50.2% | $82,448-4.5% |
| Participation rate | 20.5% | 46.9%-26.4pp | 55.6%-35.2pp | 68.1%-47.6pp |
| Annual return | 14.51% | 535.20%-520.7pp | 302.12%-287.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $704 | $586+20.0% | $914-23.0% | $2,551-72.4% |
| Participant deferral / active EE | $1,329 | $1,171+13.5% | $1,790-25.8% | $4,139-67.9% |
| Admin fee / account holder | $4,436 | $1,962+126.1% | $2,495+77.8% | $7,234-38.7% |