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 3-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 | $35,289 | $29,319+20.4% | $52,425-32.7% | $82,448-57.2% |
| Participation rate | 16.9% | 46.9%-29.9pp | 55.6%-38.7pp | 68.1%-51.1pp |
| Annual return | 16.92% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $699 | $586+19.2% | $914-23.5% | $2,551-72.6% |
| Participant deferral / active EE | $734 | $1,171-37.4% | $1,790-59.0% | $4,139-82.3% |
| Admin fee / account holder | $27,575 | $1,962+1305.4% | $2,495+1005.3% | $7,234+281.2% |