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 | $58,382 | $27,915+109.1% | $58,482-0.2% | $75,163-22.3% |
| Participation rate | 19.2% | 38.8%-19.6pp | 50.9%-31.6pp | 67.2%-48.0pp |
| Annual return | 18.20% | 44.20%-26.0pp | 4239.32%-4221.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $190 | $669-71.6% | $1,053-82.0% | $2,670-92.9% |
| Participant deferral / active EE | $1,340 | $1,201+11.5% | $1,924-30.3% | $4,125-67.5% |
| Admin fee / account holder | $740 | $1,726-57.1% | $2,516-70.6% | $5,651-86.9% |