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 6-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 | $33,554 | $27,915+20.2% | $58,482-42.6% | $75,163-55.4% |
| Participation rate | 59.3% | 38.8%+20.4pp | 50.9%+8.4pp | 67.2%-7.9pp |
| Annual return | 27.26% | 44.20%-16.9pp | 4239.32%-4212.1pp | 160.62%-133.4pp |
| Employer contribution / active EE | $552 | $669-17.4% | $1,053-47.6% | $2,670-79.3% |
| Participant deferral / active EE | $2,407 | $1,201+100.4% | $1,924+25.1% | $4,125-41.6% |
| Admin fee / account holder | $507 | $1,726-70.6% | $2,516-79.8% | $5,651-91.0% |