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 | $25,887 | $24,730+4.7% | $66,042-60.8% | $84,808-69.5% |
| Participation rate | 34.9% | 68.1%-33.2pp | 67.5%-32.6pp | 68.3%-33.4pp |
| Annual return | 52.66% | 79.55%-26.9pp | 52.11%+0.5pp | 40.90%+11.8pp |
| Employer contribution / active EE | $536 | $857-37.4% | $1,579-66.1% | $2,631-79.6% |
| Participant deferral / active EE | $755 | $1,737-56.5% | $2,835-73.4% | $4,212-82.1% |
| Admin fee / account holder | $341 | $3,014-88.7% | $5,747-94.1% | $7,344-95.4% |