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 | $35,127 | $27,915+25.8% | $58,482-39.9% | $75,163-53.3% |
| Participation rate | 3.4% | 38.8%-35.4pp | 50.9%-47.4pp | 67.2%-63.7pp |
| Annual return | 21.68% | 44.20%-22.5pp | 4239.32%-4217.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $165 | $669-75.4% | $1,053-84.4% | $2,670-93.8% |
| Participant deferral / active EE | $616 | $1,201-48.7% | $1,924-68.0% | $4,125-85.1% |
| Admin fee / account holder | $563 | $1,726-67.4% | $2,516-77.6% | $5,651-90.0% |