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 | $47,769 | $30,400+57.1% | $53,898-11.4% | $84,808-43.7% |
| Participation rate | 18.4% | 46.4%-28.0pp | 55.0%-36.5pp | 68.3%-49.9pp |
| Annual return | 22.06% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $225 | $603-62.6% | $932-75.8% | $2,631-91.4% |
| Participant deferral / active EE | $1,467 | $1,199+22.4% | $1,826-19.7% | $4,212-65.2% |
| Admin fee / account holder | $1,432 | $1,993-28.2% | $2,491-42.5% | $7,344-80.5% |