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 | $57,363 | $27,915+105.5% | $58,482-1.9% | $75,163-23.7% |
| Participation rate | 26.3% | 38.8%-12.5pp | 50.9%-24.5pp | 67.2%-40.9pp |
| Annual return | 22.08% | 44.20%-22.1pp | 4239.32%-4217.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $604 | $669-9.7% | $1,053-42.7% | $2,670-77.4% |
| Participant deferral / active EE | $2,877 | $1,201+139.5% | $1,924+49.5% | $4,125-30.3% |
| Admin fee / account holder | $494 | $1,726-71.4% | $2,516-80.4% | $5,651-91.3% |