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 | $52,705 | $29,660+77.7% | $56,411-6.6% | $80,856-34.8% |
| Participation rate | 33.3% | 41.6%-8.3pp | 52.5%-19.1pp | 67.6%-34.3pp |
| Annual return | 15.60% | 35.23%-19.6pp | 1701.33%-1685.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $657 | $669-1.8% | $1,039-36.7% | $2,755-76.1% |
| Participant deferral / active EE | $2,211 | $1,226+80.3% | $1,952+13.3% | $4,296-48.5% |
| Admin fee / account holder | $2,321 | $2,428-4.4% | $2,829-18.0% | $6,918-66.5% |