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 | $29,142 | $26,114+11.6% | $58,482-50.2% | $74,419-60.8% |
| Participation rate | 3.5% | 32.1%-28.7pp | 50.9%-47.4pp | 70.7%-67.3pp |
| Annual return | 33.71% | 32.51%+1.2pp | 4239.32%-4205.6pp | 34.38%-0.7pp |
| Employer contribution / active EE | $85 | $536-84.2% | $1,053-91.9% | $2,637-96.8% |
| Participant deferral / active EE | $455 | $1,075-57.6% | $1,924-76.3% | $4,528-89.9% |
| Admin fee / account holder | $376 | $649-42.2% | $2,516-85.1% | $348+7.9% |