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 | $77,465 | $30,400+154.8% | $53,898+43.7% | $84,808-8.7% |
| Participation rate | 12.0% | 46.4%-34.4pp | 55.0%-43.0pp | 68.3%-56.3pp |
| Annual return | 18.15% | 500.19%-482.0pp | 528.60%-510.5pp | 40.90%-22.7pp |
| Employer contribution / active EE | $237 | $603-60.7% | $932-74.6% | $2,631-91.0% |
| Participant deferral / active EE | $2,406 | $1,199+100.7% | $1,826+31.7% | $4,212-42.9% |
| Admin fee / account holder | $327 | $1,993-83.6% | $2,491-86.9% | $7,344-95.5% |