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 | $29,319+62.9% | $52,425-8.9% | $82,448-42.1% |
| Participation rate | 18.4% | 46.9%-28.4pp | 55.6%-37.2pp | 68.1%-49.6pp |
| Annual return | 22.06% | 535.20%-513.1pp | 302.12%-280.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $225 | $586-61.6% | $914-75.3% | $2,551-91.2% |
| Participant deferral / active EE | $1,467 | $1,171+25.2% | $1,790-18.1% | $4,139-64.6% |
| Admin fee / account holder | $1,432 | $1,962-27.0% | $2,495-42.6% | $7,234-80.2% |