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 | $63,039 | $29,660+112.5% | $56,411+11.7% | $80,856-22.0% |
| Participation rate | 21.7% | 41.6%-19.9pp | 52.5%-30.7pp | 67.6%-45.9pp |
| Annual return | 17.29% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $471 | $669-29.6% | $1,039-54.6% | $2,755-82.9% |
| Participant deferral / active EE | $1,362 | $1,226+11.1% | $1,952-30.2% | $4,296-68.3% |
| Admin fee / account holder | $841 | $2,428-65.3% | $2,829-70.3% | $6,918-87.8% |